|
| The time now is 7:08pm |
| Forum | Topics | Posts | Last Post | |
| Forum Bulletins | ||||
 |
Terms of Service By visiting this forum, you agree to all of the terms within this thread. |
2 | 2 | AdviserHead's Privacy Policy By Wet_Blanket  May/29/2010 at 12:13am |
|
Supporting Advisorheads Check this thread for quick and easy ways you can help support Advisorheads! |
1 | 1 | Donate to Advisorheads via PayPal... By administrator Jul/15/2011 at 1:22am |
| Forum | Topics | Posts | Last Post | |
| Introductions | ||||
|
Greenhorn Introductions (4 Viewing) MAKE YOUR FIRST POST HERE! |
1769 | 17560 | Newbie By Iamlegend 32 minutes ago at 6:36pm |
| Forum | Topics | Posts | Last Post | |
| Home | ||||
|
All About the Board A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements. |
254 | 7805 | Aug/12/2022 at 10:51pm |
|
Rookies New to the industry? Try asking your questions here or observations. |
672 | 20705 | Aug/02/2022 at 3:06pm |
|
Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
586 | 16537 | 10 hours 24 minutes ago at 8:44am |
|
Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1178 | 36331 | Yesterday at 12:27am |
|
Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1096 | 26434 | Yesterday at 4:13pm |
|
Prospecting, Marketing, and Selling (2 Viewing) Strategies for building a successful practice. |
1924 | 43620 | 8 minutes ago at 7:00pm |
|
Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
1863 | 47902 | Aug/11/2022 at 8:44am |
|
Insurance Annuities, life, health, long-term care, and disability insurance. |
467 | 10208 | Aug/05/2022 at 1:02am |
|
Planning Concepts (1 Viewing) Taxes, estate planning, retirement income planning, accumulation, etc. |
702 | 12162 | 6 hours 48 minutes ago at 12:20pm |
|
Compliance All things Compliance for RIAs |
252 | 4105 | Jul/19/2022 at 8:40am |
|
Legal Issues Arbitration, regulation, and all other legal "stuff." |
125 | 2661 | Jul/31/2022 at 7:57am |
|
Technology Hardware and software that helps you run your practice. |
591 | 9255 | Aug/10/2022 at 6:17pm |
|
General Industry Discussion A place to post if your topic doesn't fit any other category. |
1799 | 47361 | 45 minutes ago at 6:23pm |
| Forum | Topics | Posts | Last Post | |
| Real Life Resources | ||||
|
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 |
|
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 |
| Forum | Topics | Posts | Last Post | |
| Nonindustry | ||||
|
The Water Cooler (1 Viewing) Off topic discussions, jokes, etc. No politics or COVID. |
4602 | 162630 | 1 hour 55 minutes ago at 5:13pm |
| Latest Forum Posts | ||
| Topics | Last Post | Forum |
| Newbie | 32 minutes ago at 6:36pm By Iamlegend |
Greenhorn Introductions |
| Potential Advisor | 56 minutes ago at 6:12pm By I Miss Jim |
Greenhorn Introductions |
| Raymond james, EDJ, or Cambridge? | 1 hour 8 minutes ago at 6:00pm By Iamlegend |
Greenhorn Introductions |
| Greetings! | Aug/12/2022 at 6:43pm By missionshooter |
Greenhorn Introductions |
| Captive going Indy | Aug/11/2022 at 11:30pm By luvindy |
Greenhorn Introductions |
| Prospective finance major | Aug/10/2022 at 11:06am By knuk |
Greenhorn Introductions |
| Greetings & Salutations | Aug/09/2022 at 11:43pm By luvindy |
Greenhorn Introductions |
| What's Going On? | |
| Forum Statistics | |
 |
Our users have posted 466,771 Posts in 18,013 Topics in 19 Forum(s) Last Post, 8 minutes ago at 7:00pm By Hacksaw We have 4,774 Forum Members The Newest Forum Member is alphathena |
| Active Users | |
 |
In total there are 20 Active Users online, 11 Member(s), 3 Anonymous Member(s), 4 Guest(s), 2 Search Robot(s)
Most users ever online was 179, Aug/31/2016 at 8:54pm Member(s) online: RIArules, apac, Hacksaw, B24, alphathena, Conrad Dobler, I Miss Jim, Iamlegend, CashFlow, gregsanberg, helado |
| Today's Birthdays | |
 |
Profound (44) |
