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1764 | 17339 | Hey There By secret2everybody Jun/26/2022 at 11:09am |
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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. |
254 | 7802 | Jun/25/2022 at 1:01am |
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Rookies New to the industry? Try asking your questions here or observations. |
671 | 20681 | Jul/04/2022 at 9:08pm |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
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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. |
34 | 410 | Apr/26/2022 at 12:08pm |
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| Hey There | Jun/26/2022 at 11:09am By secret2everybody |
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| looking to partner with Indies | Jun/16/2022 at 10:49am By knuk |
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