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The Lobby (1 Viewing)
Collection of good threads that Guests may view. Register to see more.
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.
626 19196
18 hours 18 minutes ago at 7:08pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
457 12448
Jan/15/2019 at 4:05pm
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
958 27669
Jan/18/2019 at 2:09am
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
898 19912
Jan/16/2019 at 5:29pm
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1598 35200
19 hours 51 minutes ago at 5:35pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1588 37777
Jan/16/2019 at 6:50pm
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Annuities, life, health, long-term care, and disability insurance.
424 9166
Jan/09/2019 at 5:27pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
445 7318
Dec/28/2018 at 9:29am
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All things Compliance for RIAs
188 3177
Dec/19/2018 at 4:35pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
105 2353
Nov/23/2018 at 2:54pm
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Hardware and software that helps you run your practice.
509 8030
Jan/15/2019 at 11:00am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1457 33559
Jan/11/2019 at 8:10pm
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The Water Cooler (1 Viewing)
Off topic discussions, jokes, etc.
3540 110214
31 minutes ago at 12:55pm

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