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Collection of good threads that Guests may view. Register to see more.
14 1674 The Definitive Prospecting Thread...
By Moraen View Last Post
Oct/08/2020 at 7:52am
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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.
246 7381
Nov/08/2020 at 4:50pm
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Rookiegarten
Place for junior members of the board to discuss topics without Senior Member input/trolling
658 20468
Oct/16/2020 at 2:02pm
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
503 14079
Nov/19/2020 at 10:08pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
1070 31190
Nov/26/2020 at 1:34pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
987 23007
Nov/26/2020 at 3:04pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1783 40001
Nov/27/2020 at 4:45pm
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1689 40126
Nov/27/2020 at 1:16pm
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456 9972
Nov/27/2020 at 1:17pm
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Taxes, estate planning, retirement income planning, accumulation, etc.
540 9212
Nov/24/2020 at 5:13pm
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Compliance
All things Compliance for RIAs
214 3629
Oct/27/2020 at 12:03pm
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Legal Issues
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112 2496
Nov/19/2020 at 7:11pm
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Technology
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548 8491
Nov/26/2020 at 1:09am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1585 36842
Nov/27/2020 at 9:37pm
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The Water Cooler
Off topic discussions, jokes, etc. No politics or religion.
4087 136898
6 hours 16 minutes ago at 10:38pm

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new ed jones financial advisor Nov/17/2020 at 4:43am By gregsanberg View Post Greenhorn Introductions
Introduction Nov/09/2020 at 1:35pm By Moraen View Post Greenhorn Introductions
Intro Nov/07/2020 at 8:29pm By luvindy View Post Greenhorn Introductions
Prospecting Nov/06/2020 at 11:17pm By bc2051 View Post Greenhorn Introductions
Hi Ladies & Gents Nov/06/2020 at 10:11am By luvindy View Post Greenhorn Introductions
I need to quit my job. I know this is for me. Nov/05/2020 at 9:01pm By Gray View Post Greenhorn Introductions
Introduction Nov/05/2020 at 7:00pm By Gray View Post Greenhorn Introductions


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