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A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
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For those studying for licensing exams, trainees, first year producers, and those considering the industry.
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Building relationships, managing your book, horror stories, and stupid mistakes.
Jul/22/2014 at 7:58pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Strategies for building a successful practice.
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Taxes, estate planning, retirement income planning, accumulation, etc.
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Hardware and software that helps you run your practice.
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
|Real Life Resources|
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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/28/2014 at 8:23pm
|Latest Forum Posts|
|First year- My experience thus far Part II||By Skywalker, Yesterday at 7:11am||The Lobby|
|Benefit of Online Forum||By Skywalker, Yesterday at 7:11am||The Lobby|
|The Definitive Prospecting Thread||By Skywalker, Yesterday at 7:10am||The Lobby|
|Best Suit||By Skywalker, Yesterday at 7:09am||The Lobby|
|Best Suit||By Skywalker, Yesterday at 7:08am||The Lobby|
|Hey everyone||By Skywalker, Yesterday at 7:05am||Greenhorn Introductions|
|Hey everyone||By MichaelBurton, Jul/23/2014 at 10:38am||Greenhorn Introductions|
|Hey everyone||By knuk, Jul/23/2014 at 9:21am||Greenhorn Introductions|
|Hey everyone||By Moraen, Jul/23/2014 at 9:02am||Greenhorn Introductions|
|Hey everyone||By helado, Jul/23/2014 at 8:56am||Greenhorn Introductions|
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