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Greenhorn Introductions (8 Viewing) MAKE YOUR FIRST POST HERE! |
1726 | 16778 | Re-introduction By Iamlegend ![]() Feb/23/2021 at 10:41pm |
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The Lobby Collection of good threads that Guests may view. Register to see more. |
14 | 1674 | The Definitive Prospecting Thread... By Moraen ![]() Oct/08/2020 at 7:52am |
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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. |
248 | 7540 | 1 hour 19 minutes ago at 6:42pm |
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Rookiegarten Place for junior members of the board to discuss topics without Senior Member input/trolling |
662 | 20493 | For those in wire training programs... By Chips ![]() Feb/23/2021 at 9:15pm |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
524 | 14758 | Mar/04/2021 at 10:20am |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1096 | 31906 | Mar/01/2021 at 9:45pm |
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Indy World (2 Viewing) Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1009 | 23616 | 8 minutes ago at 7:53pm |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
1814 | 40598 | Feb/26/2021 at 9:19pm |
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Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
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Legal Issues Arbitration, regulation, and all other legal "stuff." |
113 | 2504 | Feb/25/2021 at 4:18pm |
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Technology Hardware and software that helps you run your practice. |
552 | 8612 | Mar/06/2021 at 9:55am |
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General Industry Discussion (3 Viewing) A place to post if your topic doesn't fit any other category. |
1609 | 37583 | Would you prefer to be paid as... By PEACH_cm ![]() 1 hour 14 minutes ago at 6:47pm |
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Vendors A safe place where vendors can discuss their products and services. List brokers, custodians, wholesalers, you name it. If we can use it, you can offer it here. |
96 | 1082 | Jun/04/2020 at 3:07pm |
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Recruiting & Guns For Hire Looking to add talent to your practice? Whether you're an indy OSJ, RIA, General Agent, or Wirehouse BOM, the talent you seek might be found here. |
33 | 240 | Aug/30/2018 at 9:55am |
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4137 | 136877 | 1 hour 51 minutes ago at 6:10pm |
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Would you prefer to be paid as a W2 or 1099? | 1 hour 14 minutes ago at 6:47pm By PEACH_cm ![]() |
General Industry Discussion |
2021 Market Prediction | Mar/02/2021 at 2:02pm By LA Broker ![]() |
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Becoming a Notary ? | Feb/26/2021 at 4:28pm By WarPig ![]() |
General Industry Discussion |
trustee fees | Feb/26/2021 at 3:27pm By Moraen ![]() |
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Firm valuations | Feb/26/2021 at 10:05am By Hacksaw ![]() |
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How do you keep track of your AUM? | Feb/25/2021 at 9:38pm By newbieRIA ![]() |
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Shoeshine boys and stock tips | Feb/25/2021 at 4:07pm By apac ![]() |
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Our users have posted 408,938 Posts in 16,606 Topics in 20 Forum(s) Last Post, 8 minutes ago at 7:53pm By WarPig We have 4,620 Forum Members The Newest Forum Member is shaunmac9128 |
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Most users ever online was 179, Aug/31/2016 at 8:54pm Member(s) online: Gray, missionshooter, newbieRIA, mr.mutual, indysomeday |
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