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Collection of good threads that Guests may view. Register to see more.
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Jul/28/2015 at 11:43am
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Jul/31/2015 at 12:52am
|Rookies & Trainees (1 Viewing)
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
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|Clients (4 Viewing)
Building relationships, managing your book, horror stories, and stupid mistakes.
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Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Today at 6:37pm
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Jul/31/2015 at 2:33pm
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Annuities, life, health, long-term care, and disability insurance.
Aug/01/2015 at 6:39pm
Taxes, estate planning, retirement income planning, accumulation, etc.
Jul/22/2015 at 6:02pm
All things Compliance for RIAs
Jul/17/2015 at 7:19am
Arbitration, regulation, and all other legal "stuff."
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Hardware and software that helps you run your practice.
Jul/31/2015 at 5:57pm
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A place to post if your topic doesn't fit any other category.
Jul/31/2015 at 11:39am
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Off topic discussions, jokes, etc.
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
|Real Life Resources|
A safe place where vendors can discuss their products and services. List brokers, custodians, wholesalers, you name it. If we can use it, you can offer it here.
Jul/31/2015 at 1:05am
|Recruiting & Guns For Hire
Looking to add talent to your practice? Whether you're an indy OSJ, RIA, General Agent, or Wirehouse BOM, the talent you seek might be found here.
May/14/2015 at 7:36pm
|Latest Forum Posts|
|New to this site||By Iamlegend, Aug/01/2015 at 11:41am||Greenhorn Introductions|
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|Preparation for the CFA exams||By RipRock, Jul/28/2015 at 11:43am||The Lobby|
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|Preparation for the CFA exams||By RipRock, Jul/28/2015 at 9:38am||The Lobby|
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