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14 1628 How I Failed My Way Into This...
By BullishT View Last Post
May/05/2018 at 12:13pm
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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.
234 7092
May/18/2018 at 2:32pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
619 19081
Aug/25/2018 at 8:12am
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Clients
Building relationships, managing your book, horror stories, and stupid mistakes.
453 12366
Sep/28/2018 at 10:14am
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
943 26784
5 hours 37 minutes ago at 10:23pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
887 19666
Oct/08/2018 at 6:13pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1571 34559
15 hours 18 minutes ago at 12:42pm
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Investments
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1566 37286
Oct/12/2018 at 6:38pm
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418 9051
Oct/10/2018 at 3:48pm
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437 7206
Oct/15/2018 at 5:30pm
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All things Compliance for RIAs
187 3166
Oct/08/2018 at 9:50pm
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Arbitration, regulation, and all other legal "stuff."
104 2341
Jul/12/2018 at 9:59pm
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Technology
Hardware and software that helps you run your practice.
504 7954
Oct/15/2018 at 6:08pm
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1432 33118
Oct/15/2018 at 12:49pm
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The Water Cooler
Off topic discussions, jokes, etc.
3488 108300
7 hours 7 minutes ago at 8:53pm

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