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Greenhorn Introductions (9 Viewing)
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Jun/16/2021 at 8:48pm

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The Lobby
Collection of good threads that Guests may view. Register to see more.
15 1678 It’s a sales gig shnooby2
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May/06/2021 at 12:05pm
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All About the Board
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Jun/11/2021 at 11:25am
Rookiegarten (2 Viewing)
Place for junior members of the board to discuss topics without Senior Member input/trolling
663 20501 Why do most rookies fail?
By bc2051 View Last Post
Jun/16/2021 at 7:57pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
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Jun/09/2021 at 11:49am
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Securities Firms (1 Viewing)
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Jun/18/2021 at 8:41pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Jun/15/2021 at 9:26pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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4 minutes ago at 7:52pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
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Jun/16/2021 at 11:03pm
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Planning Concepts
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Jun/14/2021 at 2:56pm
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All things Compliance for RIAs
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Mar/13/2021 at 9:56am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
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Jun/16/2021 at 10:40am
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Hardware and software that helps you run your practice.
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May/21/2021 at 4:28pm
General Industry Discussion (1 Viewing)
A place to post if your topic doesn't fit any other category.
1633 38643 CFP stats. <0.1% are trans
By Conrad Dobler View Last Post
Jun/18/2021 at 10:55am

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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.
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Jun/04/2020 at 3:07pm
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Recruiting & Guns For Hire
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.
33 240
Aug/30/2018 at 9:55am

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The Water Cooler (3 Viewing)
Off topic discussions, jokes, etc. No politics or religion.
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3 hours 10 minutes ago at 4:46pm

Latest Forum Posts 
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CFP stats. <0.1% are trans Jun/18/2021 at 10:55am By Conrad Dobler View Post General Industry Discussion
Retiring Jun/16/2021 at 8:48pm By B24 View Post Greenhorn Introductions
Why do most rookies fail? Jun/16/2021 at 7:57pm By bc2051 View Post Rookiegarten
Indy or indie? Jun/11/2021 at 10:22am By RIArules View Post General Industry Discussion
Accounting Question for Indies and RIA's Jun/10/2021 at 10:39am By Sportsfreak View Post General Industry Discussion
What would you pay for this book? Jun/09/2021 at 3:39pm By knuk View Post General Industry Discussion
Help Wanted Jun/09/2021 at 12:49pm By B24 View Post General Industry Discussion

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