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The Lobby (2 Viewing)
Collection of good threads that Guests may view. Register to see more.
14 1636 The Definitive Prospecting Thread...
By knuk View Last Post
May/04/2019 at 11:37am
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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.
237 7144
Aug/16/2019 at 8:13pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
640 19757
Oct/14/2019 at 6:18pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
471 12835
Oct/18/2019 at 1:40pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
999 29269
Oct/15/2019 at 9:09pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
922 20497
Oct/12/2019 at 1:47pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1644 36643
9 hours 11 minutes ago at 4:31pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1618 38321
Oct/22/2019 at 5:27pm
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Annuities, life, health, long-term care, and disability insurance.
439 9471
Sep/28/2019 at 9:26am
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
487 8251
4 hours 14 minutes ago at 9:28pm
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All things Compliance for RIAs
194 3310
Sep/20/2019 at 9:54am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
107 2366
Aug/06/2019 at 7:41pm
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Hardware and software that helps you run your practice.
523 8183
Oct/10/2019 at 10:28am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1503 34435
Oct/22/2019 at 3:27pm
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The Water Cooler
Off topic discussions, jokes, etc.
3669 117375
2 hours 7 minutes ago at 11:35pm

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