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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.
235 7105
Mar/05/2019 at 8:00pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
629 19310
Apr/06/2019 at 9:56pm
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
460 12567
Apr/03/2019 at 12:43pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
967 28069
Apr/04/2019 at 10:50pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
908 20151
Apr/17/2019 at 4:12pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1614 35579
Apr/11/2019 at 12:00pm
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1599 37938
21 hours 18 minutes ago at 7:28pm
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430 9358
Apr/09/2019 at 11:53am
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
456 7602
Yesterday at 10:01am
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Compliance
All things Compliance for RIAs
190 3200
Apr/13/2019 at 2:15pm
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Arbitration, regulation, and all other legal "stuff."
106 2361
Apr/03/2019 at 5:08am
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Technology
Hardware and software that helps you run your practice.
513 8064
Apr/12/2019 at 4:26pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1472 33785
Apr/19/2019 at 9:38am
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The Water Cooler (1 Viewing)
Off topic discussions, jokes, etc.
3610 113198
1 hour 54 minutes ago at 2:52pm

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