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The Lobby
Collection of good threads that Guests may view. Register to see more.
13 1511 First year- My experience thus...
By Iamlegend View Last Post
Oct/15/2017 at 8:45pm
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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.
232 7062
Oct/11/2017 at 11:20am
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
595 18461
Yesterday at 9:49am
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Building relationships, managing your book, horror stories, and stupid mistakes.
426 11408
Oct/05/2017 at 9:20am
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
892 25308
1 hour 53 minutes ago at 7:37am
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
828 18129
Oct/11/2017 at 3:12pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1498 33166
Oct/20/2017 at 3:34pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1508 36085
Oct/20/2017 at 10:49am
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Annuities, life, health, long-term care, and disability insurance.
398 8616
Oct/13/2017 at 3:38pm
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Planning Concepts (1 Viewing)
Taxes, estate planning, retirement income planning, accumulation, etc.
400 6662
Oct/21/2017 at 8:21am
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All things Compliance for RIAs
181 3048
Sep/21/2017 at 11:13am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
98 2224
Sep/28/2017 at 9:03am
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Hardware and software that helps you run your practice.
489 7687
Oct/05/2017 at 7:59pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1363 31490
Oct/18/2017 at 5:12pm
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The Water Cooler
Off topic discussions, jokes, etc.
3309 101409
3 hours 38 minutes ago at 5:52am

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Hello All Oct/21/2017 at 9:56pm By Ironman View Post Greenhorn Introductions
Hello Hello Oct/20/2017 at 8:19pm By Hacksaw View Post Greenhorn Introductions
Introduction Oct/17/2017 at 10:33am By D.H.K. View Post Greenhorn Introductions
First year- My experience thus far Part II Oct/15/2017 at 8:45pm By Iamlegend View Post The Lobby
Greetings Oct/13/2017 at 3:13pm By Mark17 View Post Greenhorn Introductions
about to accept a position at EDJ Oct/12/2017 at 9:44pm By Ironman View Post Greenhorn Introductions
New to the forum Oct/11/2017 at 10:45pm By D.H.K. View Post Greenhorn Introductions

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