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15 1678 It’s a sales gig shnooby2
By bc2051 View Last Post
May/06/2021 at 12:05pm
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252 7727
Oct/08/2021 at 10:13am
Rookiegarten (1 Viewing)
Place for junior members of the board to discuss topics without Senior Member input/trolling
664 20509 For those in wire training programs...
By helado View Last Post
Sep/30/2021 at 3:44pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Oct/06/2021 at 5:10pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
1046 24612
Oct/19/2021 at 1:19pm
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Prospecting, Marketing, and Selling (1 Viewing)
Strategies for building a successful practice.
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17 hours 23 minutes ago at 7:33pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
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Oct/21/2021 at 2:51pm
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Annuities, life, health, long-term care, and disability insurance.
462 10077
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
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20 minutes ago at 12:36pm
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All things Compliance for RIAs
235 3902
Oct/20/2021 at 4:25pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
121 2611
Sep/23/2021 at 4:57pm
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Hardware and software that helps you run your practice.
572 8920
Oct/21/2021 at 10:01am
General Industry Discussion
A place to post if your topic doesn't fit any other category.
1672 40174 Prospects that say there coming...
By BullishT View Last Post
1 hour 18 minutes ago at 11:38am

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Prospects that say there coming over but never do 1 hour 18 minutes ago at 11:38am By BullishT View Post General Industry Discussion
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Firing a client Nick Murray letter Yesterday at 8:19am By Hacksaw View Post General Industry Discussion
Why do I get the feeling... Oct/20/2021 at 3:01pm By WarPig View Post General Industry Discussion
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Industry conferences Oct/19/2021 at 9:03pm By advisorman View Post General Industry Discussion
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