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14 1664 The Definitive Prospecting Thread...
By helado View Last Post
May/26/2020 at 10:07pm
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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.
240 7263
Jun/15/2020 at 11:27am
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Rookiegarten
Place for junior members of the board to discuss topics without Senior Member input/trolling
657 20454
Jun/12/2020 at 1:53pm
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
493 13878
Jun/24/2020 at 11:57am
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
1048 30570
Jul/02/2020 at 6:55pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
963 22171
6 hours 1 minutes ago at 1:08am
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1738 39093
12 hours 5 minutes ago at 7:04pm
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Investments
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1667 39515
Jul/02/2020 at 11:41pm
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451 9779
Jun/13/2020 at 3:33pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
510 8854
Jun/29/2020 at 4:48pm
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Compliance
All things Compliance for RIAs
208 3436
Jun/21/2020 at 7:05pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
111 2418
Jun/01/2020 at 6:52pm
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Technology
Hardware and software that helps you run your practice.
536 8289
Jun/13/2020 at 1:14pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1566 36518
Jul/03/2020 at 6:54am
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The Water Cooler (1 Viewing)
Off topic discussions, jokes, etc.
3974 145293
6 hours 5 minutes ago at 1:04am

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Insufficient Permission 16 hours 44 minutes ago at 2:25pm By Dondraper View Post Greenhorn Introductions
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