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Collection of good threads that Guests may view. Register to see more.
14 1606 Preparation for the CFA exams
By bagua View Last Post
Jan/25/2018 at 3:05pm
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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.
233 7087
Jan/29/2018 at 11:45pm
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Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
608 18784
Feb/10/2018 at 11:24pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
439 11819
Yesterday at 2:58am
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
909 25772
Yesterday at 10:33am
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
849 18541
Feb/17/2018 at 7:35am
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1532 33909
6 hours 9 minutes ago at 12:23pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1527 36430
Feb/13/2018 at 7:43am
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Insurance (2 Viewing)
Annuities, life, health, long-term care, and disability insurance.
407 8935
11 minutes ago at 6:21pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
416 6900
Feb/16/2018 at 12:58pm
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All things Compliance for RIAs
183 3068
Dec/22/2017 at 2:12pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
101 2293
Dec/28/2017 at 9:47am
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Hardware and software that helps you run your practice.
493 7790
Yesterday at 7:50am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1389 31917
Feb/12/2018 at 12:10pm
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The Water Cooler (1 Viewing)
Off topic discussions, jokes, etc.
3378 104459
1 hour 12 minutes ago at 5:20pm

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