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All About the Board A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements. |
257 | 8065 | Oct/04/2023 at 11:20pm |
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Rookies New to the industry? Try asking your questions here or observations. |
684 | 21153 | Feb/20/2024 at 9:30am |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
626 | 17908 | Mar/13/2024 at 7:48am |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1246 | 41487 | 8 hours 45 minutes ago at 7:08pm |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1190 | 30614 | Mar/14/2024 at 7:32pm |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
2022 | 47589 | 19 hours 55 minutes ago at 7:58am |
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Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
1965 | 53822 | Mar/16/2024 at 11:56am |
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Insurance Annuities, life, health, long-term care, and disability insurance. |
489 | 10756 | Mar/06/2024 at 10:08am |
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Planning Concepts Taxes, estate planning, retirement income planning, accumulation, etc. |
804 | 14497 | Mar/14/2024 at 12:04pm |
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Compliance All things Compliance for RIAs |
278 | 4701 | 14 hours 4 minutes ago at 1:49pm |
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Legal Issues Arbitration, regulation, and all other legal "stuff." |
130 | 2874 | Mar/06/2024 at 6:47pm |
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Technology Hardware and software that helps you run your practice. |
621 | 10059 | 6 hours 40 minutes ago at 9:13pm |
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General Industry Discussion A place to post if your topic doesn't fit any other category. |
1979 | 54136 | 6 hours 1 minutes ago at 9:52pm |
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New Aspiring Advisor | Mar/07/2024 at 8:51am By DuckHookPar | Greenhorn Introductions |
Hello AH | Mar/05/2024 at 7:57pm By emptypocketz | Greenhorn Introductions |
Hello Fellow AHeads | Feb/20/2024 at 9:09pm By emptypocketz | Greenhorn Introductions |
Intro/Help | Feb/18/2024 at 11:10am By DucatiSportGT | Greenhorn Introductions |
Starting soon with EJ | Feb/05/2024 at 8:20pm By spudpotato | Greenhorn Introductions |
I'm Back (You're not, and you never will be again) | Feb/02/2024 at 6:20pm By jrayfinancial | Greenhorn Introductions |
Intro | Jan/29/2024 at 10:16am By luvindy | Greenhorn Introductions |
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Our users have posted 317,661 Posts in 12,291 Topics in 13 Forum(s) Last Post, 6 hours 1 minutes ago at 9:52pm By LA Broker We have 4,926 Forum Members The Newest Forum Member is Captain TryHard |
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Most users ever online was 179, Aug/31/2016 at 8:54pm |
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Today's Birthdays | |
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