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14 1649 The Definitive Prospecting Thread...
By Sportsfreak View Last Post
Feb/21/2020 at 2:04pm
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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.
239 7223
Mar/26/2020 at 12:24pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
650 20027
Apr/04/2020 at 11:47am
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Building relationships, managing your book, horror stories, and stupid mistakes.
488 13662
Apr/03/2020 at 2:24pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
1029 30085
Mar/28/2020 at 5:06pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
947 21342
3 minutes ago at 10:32am
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Prospecting, Marketing, and Selling (1 Viewing)
Strategies for building a successful practice.
1708 38152
12 minutes ago at 10:23am
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1653 39216
19 hours 31 minutes ago at 3:04pm
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Annuities, life, health, long-term care, and disability insurance.
447 9660
Mar/29/2020 at 5:55pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
499 8686
Apr/01/2020 at 10:51am
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All things Compliance for RIAs
201 3372
11 hours 51 minutes ago at 10:44pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
109 2383
Nov/29/2019 at 2:41pm
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Hardware and software that helps you run your practice.
533 8261
13 hours 32 minutes ago at 9:03pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1539 35690
Apr/06/2020 at 2:02pm
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The Water Cooler (2 Viewing)
Off topic discussions, jokes, etc.
3795 130567
8 minutes ago at 10:27am

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