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Greenhorn Introductions (4 Viewing)
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By SixJerfz View Last Post
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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New to the industry? Try asking your questions here or observations.
670 20670
May/13/2022 at 5:54am
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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.
1905 43026
15 hours 53 minutes ago at 12:57pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1838 46099
May/25/2022 at 6:29pm
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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.
691 11952
May/18/2022 at 8:20pm
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All things Compliance for RIAs
247 4068
May/27/2022 at 3:02pm
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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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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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Real Life Resources
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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.
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Apr/26/2022 at 12:08pm

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The Water Cooler
Off topic discussions, jokes, etc. No politics or COVID.
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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 View Post Greenhorn Introductions
Happy to be here quick question May/25/2022 at 2:53am By helado View Post Greenhorn Introductions
Happy to be here .. looking for feedback on a thin May/23/2022 at 9:51pm By Sammysosa1997 View Post Greenhorn Introductions
Yo May/13/2022 at 1:39pm By newbieRIA View Post Greenhorn Introductions
Mr Big is in the house! Apr/27/2022 at 12:08pm By richchick View Post Greenhorn Introductions
Salutations! Mar/31/2022 at 1:06pm By Conrad Dobler View Post Greenhorn Introductions
Not an Intro, Office share arragement Feb/25/2022 at 4:50pm By freebird View Post Greenhorn Introductions

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