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|The Lobby (1 Viewing)
Collection of good threads that Guests may view. Register to see more.
|13||1497||Preparation for the CFA exams
Jan/25/2017 at 11:31am
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Feb/09/2017 at 7:41am
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
6 hours 18 minutes ago at 10:04am
Building relationships, managing your book, horror stories, and stupid mistakes.
Feb/25/2017 at 4:14pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
6 hours 43 minutes ago at 9:39am
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Feb/22/2017 at 8:21am
|Prospecting, Marketing, and Selling (4 Viewing)
Strategies for building a successful practice.
3 minutes ago at 4:19pm
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
7 hours 25 minutes ago at 8:57am
Annuities, life, health, long-term care, and disability insurance.
6 hours 36 minutes ago at 9:46am
|Planning Concepts (3 Viewing)
Taxes, estate planning, retirement income planning, accumulation, etc.
4 minutes ago at 4:18pm
All things Compliance for RIAs
Feb/03/2017 at 2:13pm
Arbitration, regulation, and all other legal "stuff."
Jan/28/2017 at 9:54am
Hardware and software that helps you run your practice.
6 hours 7 minutes ago at 10:15am
|General Industry Discussion (4 Viewing)
A place to post if your topic doesn't fit any other category.
15 minutes ago at 4:07pm
|The Water Cooler (2 Viewing)
Off topic discussions, jokes, etc.
2 hours 36 minutes ago at 1:46pm
|Real Life Resources|
|Latest Forum Posts|
|Introduction||6 hours 15 minutes ago at 10:07am By Hacksaw||Greenhorn Introductions|
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|Hello from a career changer||Feb/24/2017 at 11:48am By MrGreen||Greenhorn Introductions|
|New Investor||Feb/23/2017 at 4:15am By antonuus||Greenhorn Introductions|
|Hi||Feb/22/2017 at 7:50am By antonuus||Greenhorn Introductions|
|Hi everybody!||Feb/22/2017 at 7:49am By antonuus||Greenhorn Introductions|
|Newest of New here||Feb/22/2017 at 7:44am By antonuus||Greenhorn Introductions|
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