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Greenhorn Introductions (5 Viewing)
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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.
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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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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Indy World (1 Viewing)
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Planning Concepts
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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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Jun/04/2020 at 3:07pm
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Recruiting & Guns For Hire
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Apr/26/2022 at 12:08pm

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Not hello from Not Crimson Nov/14/2022 at 9:48pm By apac View Post Greenhorn Introductions
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