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Greenhorn Introductions (4 Viewing) MAKE YOUR FIRST POST HERE! |
1760 | 17270 | Total newbie By SixJerfz May/27/2022 at 8:36pm |
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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 | 7796 | 12 hours 29 minutes ago at 4:21pm |
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Rookies New to the industry? Try asking your questions here or observations. |
670 | 20670 | May/13/2022 at 5:54am |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
580 | 16390 | May/22/2022 at 7:23pm |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1162 | 35397 | May/24/2022 at 2:17pm |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1082 | 26028 | May/27/2022 at 5:01pm |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
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Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
1838 | 46099 | May/25/2022 at 6:29pm |
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Insurance Annuities, life, health, long-term care, and disability insurance. |
464 | 10157 | Apr/25/2022 at 8:37am |
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Planning Concepts Taxes, estate planning, retirement income planning, accumulation, etc. |
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Compliance All things Compliance for RIAs |
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Legal Issues Arbitration, regulation, and all other legal "stuff." |
125 | 2658 | May/26/2022 at 3:31pm |
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Technology Hardware and software that helps you run your practice. |
586 | 9169 | May/19/2022 at 8:03pm |
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General Industry Discussion A place to post if your topic doesn't fit any other category. |
1777 | 46192 | 14 hours 35 minutes ago at 2:15pm |
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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. |
34 | 410 | Apr/26/2022 at 12:08pm |
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The Water Cooler Off topic discussions, jokes, etc. No politics or COVID. |
4539 | 158310 | 5 hours 45 minutes ago at 11:05pm |
| Latest Forum Posts | ||
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| Total newbie | May/27/2022 at 8:36pm By SixJerfz |
Greenhorn Introductions |
| Happy to be here quick question | May/25/2022 at 2:53am By helado |
Greenhorn Introductions |
| Happy to be here .. looking for feedback on a thin | May/23/2022 at 9:51pm By Sammysosa1997 |
Greenhorn Introductions |
| Yo | May/13/2022 at 1:39pm By newbieRIA |
Greenhorn Introductions |
| Mr Big is in the house! | Apr/27/2022 at 12:08pm By richchick |
Greenhorn Introductions |
| Salutations! | Mar/31/2022 at 1:06pm By Conrad Dobler |
Greenhorn Introductions |
| Not an Intro, Office share arragement | Feb/25/2022 at 4:50pm By freebird |
Greenhorn Introductions |
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Our users have posted 456,677 Posts in 17,813 Topics in 19 Forum(s) Last Post, 5 hours 45 minutes ago at 11:05pm By freebird We have 4,719 Forum Members The Newest Forum Member is SixJerfz |
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