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The Lobby
Collection of good threads that Guests may view. Register to see more.
13 1504 The Definitive Prospecting Thread...
By bc2051 View Last Post
Apr/05/2017 at 5:22pm
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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.
227 6828
Feb/09/2017 at 7:41am
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
564 17581
7 hours 34 minutes ago at 11:34am
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Building relationships, managing your book, horror stories, and stupid mistakes.
415 11215
Apr/27/2017 at 9:41pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
858 24129
Apr/26/2017 at 9:55am
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
793 17421
Yesterday at 4:19pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1465 32572
Apr/27/2017 at 7:56pm
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Investments (1 Viewing)
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1473 35335
Yesterday at 6:24pm
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Annuities, life, health, long-term care, and disability insurance.
391 8387
Apr/27/2017 at 6:35pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
373 6266
Apr/18/2017 at 10:24am
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All things Compliance for RIAs
172 2963
Apr/21/2017 at 12:49am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
97 2192
Mar/08/2017 at 3:03pm
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Hardware and software that helps you run your practice.
479 7556
Apr/20/2017 at 8:19am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1312 30586
Yesterday at 4:13pm
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The Water Cooler (1 Viewing)
Off topic discussions, jokes, etc.
3229 98238
1 hour 29 minutes ago at 5:39pm

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