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Today at 11:33pm
Collection of good threads that Guests may view. Register to see more.
Dec/12/2014 at 2:12pm
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Dec/01/2014 at 9:56pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Today at 4:21pm
Building relationships, managing your book, horror stories, and stupid mistakes.
Dec/13/2014 at 3:53am
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Today at 11:09pm
|Indy World (1 Viewing)
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Dec/12/2014 at 1:28am
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Annuities, life, health, long-term care, and disability insurance.
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Taxes, estate planning, retirement income planning, accumulation, etc.
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All things Compliance for RIAs
Yesterday at 11:22pm
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Nov/26/2014 at 11:54am
Hardware and software that helps you run your practice.
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|General Industry Discussion
A place to post if your topic doesn't fit any other category.
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|The Water Cooler
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.
Dec/11/2014 at 10:32pm
|Recruiting & Guns For Hire (1 Viewing)
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.
Nov/17/2014 at 12:24pm
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