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14 1628 How I Failed My Way Into This...
By BullishT View Last Post
May/05/2018 at 12:13pm
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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.
234 7092
May/18/2018 at 2:32pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
619 19081
Aug/25/2018 at 8:12am
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
453 12366
Sep/28/2018 at 10:14am
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
943 26790
13 hours 27 minutes ago at 9:30pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
887 19666
Oct/08/2018 at 6:13pm
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Prospecting, Marketing, and Selling (1 Viewing)
Strategies for building a successful practice.
1571 34563
14 hours 11 minutes ago at 8:46pm
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Investments
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1567 37301
1 hour 44 minutes ago at 9:13am
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418 9051
Oct/10/2018 at 3:48pm
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438 7207
12 hours 59 minutes ago at 9:58pm
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Compliance
All things Compliance for RIAs
187 3166
Oct/08/2018 at 9:50pm
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Arbitration, regulation, and all other legal "stuff."
104 2341
Jul/12/2018 at 9:59pm
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Technology
Hardware and software that helps you run your practice.
504 7954
Oct/15/2018 at 6:08pm
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General Industry Discussion (1 Viewing)
A place to post if your topic doesn't fit any other category.
1433 33131
1 seconds ago at 10:57am
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The Water Cooler (3 Viewing)
Off topic discussions, jokes, etc.
3489 108320
20 minutes ago at 10:37am

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