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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. |
264 | 8479 | Mar/23/2026 at 10:10pm |
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Rookies New to the industry? Try asking your questions here or observations. |
697 | 21388 | 1 hour 39 minutes ago at 12:43pm |
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Clients (1 Viewing) Building relationships, managing your book, horror stories, and stupid mistakes. |
658 | 18821 | 2 hours 12 minutes ago at 12:10pm |
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Securities Firms (1 Viewing) Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1298 | 43195 | 44 minutes ago at 1:38pm |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1234 | 31831 | Mar/23/2026 at 3:13pm |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
2080 | 49396 | Mar/12/2026 at 2:11pm |
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Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
2041 | 56050 | Yesterday at 6:33am |
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Insurance Annuities, life, health, long-term care, and disability insurance. |
509 | 11094 | Jan/26/2026 at 1:18pm |
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Planning Concepts Taxes, estate planning, retirement income planning, accumulation, etc. |
911 | 16534 | Mar/24/2026 at 7:56am |
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Compliance All things Compliance for RIAs |
287 | 4880 | Mar/03/2026 at 12:06pm |
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Legal Issues Arbitration, regulation, and all other legal "stuff." |
136 | 2946 | Jan/14/2026 at 1:06pm |
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Technology Hardware and software that helps you run your practice. |
656 | 10684 | 19 minutes ago at 2:03pm |
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General Industry Discussion A place to post if your topic doesn't fit any other category. |
2070 | 56128 | Mar/19/2026 at 1:55pm |
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| Latest Forum Posts | ||
| Topics | Last Post | Forum |
| Meet Susan Bradley | Feb/23/2026 at 10:11pm By sunpiper  |
Greenhorn Introductions |
| Another Newb .. Noob? | Oct/24/2025 at 11:59am By TheWizard |
Greenhorn Introductions |
| Need some advice | Jun/20/2025 at 3:55pm By Hacksaw |
Greenhorn Introductions |
| - Greetings… - (Nathan P.) | Apr/06/2025 at 7:09am By DucatiSportGT |
Greenhorn Introductions |
| Professional Referrals | Mar/14/2025 at 5:23pm By DucatiSportGT |
Greenhorn Introductions |
| I Will be Watching the Inauguration Today | Jan/20/2025 at 6:36pm By DucatiSportGT |
Greenhorn Introductions |
| Lurking | Aug/26/2024 at 11:27pm By Dream35 |
Greenhorn Introductions |
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Our users have posted 331,426 Posts in 12,841 Topics in 13 Forum(s) Last Post, 19 minutes ago at 2:03pm By knuk We have 5,040 Forum Members The Newest Forum Member is stockmktperson |
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In total there are 13 Active Users online, 6 Member(s), 0 Anonymous Member(s), 7 Guest(s), 0 Search Robot(s)
Most users ever online was 1000, Feb/23/2026 at 2:15pm Member(s) online: newbieRIA, howyougo, B24, PEACH_cm, DucatiSportGT, stillfloatsguy |
| Today's Birthdays | |
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PracticalGuy (65), akasword (48) |
