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|The Lobby (1 Viewing)
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|13||1493||The Definitive Prospecting Thread...
Jan/17/2017 at 10:03am
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Sep/15/2016 at 1:24pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Jan/06/2017 at 11:26pm
Building relationships, managing your book, horror stories, and stupid mistakes.
Jan/05/2017 at 3:24pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Jan/17/2017 at 7:54pm
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
13 hours 39 minutes ago at 11:52am
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
16 minutes ago at 1:15am
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
13 hours 26 minutes ago at 12:05pm
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Jan/12/2017 at 9:11pm
Taxes, estate planning, retirement income planning, accumulation, etc.
Jan/16/2017 at 11:28am
All things Compliance for RIAs
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Arbitration, regulation, and all other legal "stuff."
Nov/15/2016 at 7:31am
Hardware and software that helps you run your practice.
Jan/03/2017 at 9:06am
|General Industry Discussion
A place to post if your topic doesn't fit any other category.
9 hours 23 minutes ago at 4:08pm
|The Water Cooler
Off topic discussions, jokes, etc.
9 hours 58 minutes ago at 3:33pm
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|Latest Forum Posts|
|Introduction||39 minutes ago at 12:52am By HarryPotter||Greenhorn Introductions|
|The Definitive Prospecting Thread||Jan/17/2017 at 10:03am By MacCO||The Lobby|
|intro||Jan/16/2017 at 9:25pm By zamvolonewee||Greenhorn Introductions|
|Introduction||Jan/16/2017 at 7:34pm By Fitness1983||Greenhorn Introductions|
|First Post!||Jan/12/2017 at 5:05pm By kabushiki||Greenhorn Introductions|
|1st post - again||Jan/06/2017 at 6:49pm By bc2051||Greenhorn Introductions|
|New and eager||Jan/06/2017 at 3:52pm By DKOfTFC||Greenhorn Introductions|
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