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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 (1 Viewing)
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
1 hour 48 minutes ago at 2:45pm
Building relationships, managing your book, horror stories, and stupid mistakes.
2 hours 34 minutes ago at 1:59pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Mar/26/2017 at 9:33am
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Mar/08/2017 at 3:19am
|Prospecting, Marketing, and Selling (2 Viewing)
Strategies for building a successful practice.
1 hour 3 minutes ago at 3:30pm
|Investments (3 Viewing)
Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
8 minutes ago at 4:25pm
Annuities, life, health, long-term care, and disability insurance.
Feb/27/2017 at 9:46am
Taxes, estate planning, retirement income planning, accumulation, etc.
Mar/21/2017 at 3:22pm
|Compliance (1 Viewing)
All things Compliance for RIAs
37 minutes ago at 3:56pm
Arbitration, regulation, and all other legal "stuff."
Mar/08/2017 at 3:03pm
Hardware and software that helps you run your practice.
Mar/22/2017 at 12:26pm
|General Industry Discussion
A place to post if your topic doesn't fit any other category.
Mar/23/2017 at 11:53am
|The Water Cooler
Off topic discussions, jokes, etc.
7 hours 21 minutes ago at 9:12am
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|Intro||1 hour 13 minutes ago at 3:20pm By jet setter||Greenhorn Introductions|
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