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The Lobby
Collection of good threads that Guests may view. Register to see more.
13 1496 The Definitive Prospecting Thread...
By Omar View Last Post
Jan/19/2017 at 4:33pm
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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.
227 6824
Sep/15/2016 at 1:24pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
545 17015
Jan/22/2017 at 4:53pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
408 11047
Jan/05/2017 at 3:24pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
844 23907
Jan/22/2017 at 10:25am
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
786 17350
Jan/20/2017 at 8:08am
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1438 31723
3 hours 26 minutes ago at 2:43am
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1453 35043
Jan/19/2017 at 12:35pm
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Annuities, life, health, long-term care, and disability insurance.
385 8251
Jan/12/2017 at 9:11pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
359 6082
5 hours 32 minutes ago at 12:37am
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All things Compliance for RIAs
169 2776
Jan/22/2017 at 10:40am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
97 2163
7 hours 51 minutes ago at 10:18pm
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Hardware and software that helps you run your practice.
468 7375
Jan/20/2017 at 6:16pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1284 30108
Jan/19/2017 at 4:28pm
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The Water Cooler
Off topic discussions, jokes, etc.
3198 97209
11 hours 5 minutes ago at 7:04pm

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New, and eager to learn 19 hours 28 minutes ago at 10:41am By cptgoodvibes View Post Greenhorn Introductions
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Introduction Jan/19/2017 at 12:52am By HarryPotter View Post Greenhorn Introductions
intro Jan/16/2017 at 9:25pm By zamvolonewee View Post Greenhorn Introductions
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