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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.
Sep/15/2016 at 1:24pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
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Building relationships, managing your book, horror stories, and stupid mistakes.
Sep/27/2016 at 8:22pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Annuities, life, health, long-term care, and disability insurance.
Sep/16/2016 at 5:39pm
Taxes, estate planning, retirement income planning, accumulation, etc.
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All things Compliance for RIAs
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Arbitration, regulation, and all other legal "stuff."
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Off topic discussions, jokes, etc.
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
|Real Life Resources|
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.
Aug/16/2016 at 1:59pm
|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.
May/18/2016 at 4:46pm
|Latest Forum Posts|
|Introduction||Yesterday at 4:00am By jdm2008||Greenhorn Introductions|
|Career Changer worried about DOL law||Sep/25/2016 at 8:32pm By bc2051||Greenhorn Introductions|
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|Hello||Sep/17/2016 at 11:52am By Iamlegend||Greenhorn Introductions|
|Hi Everyone||Sep/15/2016 at 11:26am By Iamlegend||Greenhorn Introductions|
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