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The Lobby (1 Viewing)
Collection of good threads that Guests may view. Register to see more.
14 1636 The Definitive Prospecting Thread...
By knuk View Last Post
May/04/2019 at 11:37am
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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.
237 7144
Aug/16/2019 at 8:13pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
638 19709
Sep/18/2019 at 6:49am
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Building relationships, managing your book, horror stories, and stupid mistakes.
470 12747
Sep/11/2019 at 2:54pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
996 29198
Sep/20/2019 at 1:03pm
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Indy World (2 Viewing)
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
920 20480
34 minutes ago at 5:48pm
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Prospecting, Marketing, and Selling (1 Viewing)
Strategies for building a successful practice.
1639 36395
14 minutes ago at 6:08pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1617 38297
Sep/16/2019 at 1:37pm
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Annuities, life, health, long-term care, and disability insurance.
438 9468
Sep/08/2019 at 4:29pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
479 8136
Sep/19/2019 at 11:42am
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All things Compliance for RIAs
194 3310
Sep/20/2019 at 9:54am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
107 2366
Aug/06/2019 at 7:41pm
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Hardware and software that helps you run your practice.
522 8161
Sep/11/2019 at 11:10am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1495 34282
Sep/19/2019 at 5:44pm
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The Water Cooler
Off topic discussions, jokes, etc.
3650 115807
3 hours 38 minutes ago at 2:44pm

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