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Jan/04/2023 at 8:49pm
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New to the industry? Try asking your questions here or observations.
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Building relationships, managing your book, horror stories, and stupid mistakes.
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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
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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.
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