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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.
229 6904
Jun/27/2017 at 4:33pm
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Rookies & Trainees (1 Viewing)
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
576 17948
16 hours 50 minutes ago at 10:19am
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
418 11256
Jun/25/2017 at 10:52pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
870 24751
Jun/23/2017 at 10:49pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
802 17546
Jun/22/2017 at 9:55pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1482 32850
19 hours 1 minutes ago at 8:08am
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Investments
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1486 35659
3 hours 32 minutes ago at 11:37pm
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Insurance
Annuities, life, health, long-term care, and disability insurance.
392 8408
3 hours 37 minutes ago at 11:32pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
387 6436
14 hours 55 minutes ago at 12:14pm
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Compliance
All things Compliance for RIAs
173 2966
May/24/2017 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 7609
10 hours 35 minutes ago at 4:34pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1332 30947
20 hours 41 minutes ago at 6:28am
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The Water Cooler
Off topic discussions, jokes, etc.
3249 98956
3 hours 20 minutes ago at 11:49pm

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