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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.
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New to the industry? Try asking your questions here or observations.
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Building relationships, managing your book, horror stories, and stupid mistakes.
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Prospecting, Marketing, and Selling
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Planning Concepts
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All things Compliance for RIAs
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Hardware and software that helps you run your practice.
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General Industry Discussion
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