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1750 | 17091 | Howdy By cfp83 Jan/16/2022 at 1:19pm |
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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. |
252 | 7753 | Dec/17/2021 at 10:04am |
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Rookies New to the industry? Try asking your questions here or observations. |
666 | 20561 | Jan/20/2022 at 4:02pm |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
564 | 15878 | Jan/14/2022 at 1:31pm |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1138 | 34195 | Jan/19/2022 at 5:28pm |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1052 | 24753 | Jan/19/2022 at 11:34pm |
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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. |
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Technology Hardware and software that helps you run your 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. |
33 | 240 | Aug/30/2018 at 9:55am |
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