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13 1507 Benefit of Online Forum
By auburntigers001 View Last Post
May/11/2017 at 3:24pm
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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.
228 6874
May/16/2017 at 7:54pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
570 17738
21 hours 44 minutes ago at 11:23pm
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
417 11228
May/05/2017 at 11:05am
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Securities Firms (2 Viewing)
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
865 24316
3 hours 26 minutes ago at 5:41pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
797 17475
May/20/2017 at 5:29pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1475 32691
11 hours 15 minutes ago at 9:52am
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Investments
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1478 35454
10 hours 9 minutes ago at 10:58am
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Insurance
Annuities, life, health, long-term care, and disability insurance.
391 8390
May/17/2017 at 7:38pm
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Planning Concepts (1 Viewing)
Taxes, estate planning, retirement income planning, accumulation, etc.
378 6332
5 minutes ago at 9:02pm
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Compliance (1 Viewing)
All things Compliance for RIAs
173 2966
22 minutes ago at 8:45pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
97 2192
Mar/08/2017 at 3:03pm
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Technology
Hardware and software that helps you run your practice.
482 7598
Yesterday at 11:23am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1326 30811
38 minutes ago at 8:29pm
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The Water Cooler
Off topic discussions, jokes, etc.
3243 98780
6 hours 6 minutes ago at 3:01pm

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