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|13||1496||The Definitive Prospecting Thread...
Jan/19/2017 at 4:33pm
|All About the Board
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Sep/15/2016 at 1:24pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Jan/22/2017 at 4:53pm
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/22/2017 at 10:25am
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Jan/20/2017 at 8:08am
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
3 hours 26 minutes ago at 2:43am
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
Jan/19/2017 at 12:35pm
Annuities, life, health, long-term care, and disability insurance.
Jan/12/2017 at 9:11pm
Taxes, estate planning, retirement income planning, accumulation, etc.
5 hours 32 minutes ago at 12:37am
All things Compliance for RIAs
Jan/22/2017 at 10:40am
Arbitration, regulation, and all other legal "stuff."
7 hours 51 minutes ago at 10:18pm
Hardware and software that helps you run your practice.
Jan/20/2017 at 6:16pm
|General Industry Discussion
A place to post if your topic doesn't fit any other category.
Jan/19/2017 at 4:28pm
|The Water Cooler
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11 hours 5 minutes ago at 7:04pm
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|Latest Forum Posts|
|New, and eager to learn||19 hours 28 minutes ago at 10:41am By cptgoodvibes||Greenhorn Introductions|
|The Definitive Prospecting Thread||Jan/19/2017 at 4:33pm By Omar||The Lobby|
|Introduction||Jan/19/2017 at 12:52am By HarryPotter||Greenhorn Introductions|
|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|
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