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The Lobby
Collection of good threads that Guests may view. Register to see more.
15 1678 It’s a sales gig shnooby2
By bc2051 View Last Post
May/06/2021 at 12:05pm
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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.
251 7674
Yesterday at 8:25am
Rookiegarten (4 Viewing)
Place for junior members of the board to discuss topics without Senior Member input/trolling
664 20503 For those in wire training programs...
By BullishT View Last Post
Aug/27/2021 at 8:36am
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Building relationships, managing your book, horror stories, and stupid mistakes.
544 15318
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Securities Firms
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
1120 33448
Yesterday at 8:42am
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Indy World (1 Viewing)
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
1040 24480
Sep/21/2021 at 9:55am
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Prospecting, Marketing, and Selling
Strategies for building a successful practice.
1852 41506
Sep/19/2021 at 9:51pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1759 42282
3 hours 4 minutes ago at 2:41pm
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Annuities, life, health, long-term care, and disability insurance.
462 10077
Sep/14/2021 at 11:16am
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
615 10437
Sep/22/2021 at 3:00pm
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All things Compliance for RIAs
233 3858
Sep/16/2021 at 7:44am
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
121 2611
Yesterday at 4:57pm
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Hardware and software that helps you run your practice.
567 8881
Sep/20/2021 at 5:03pm
General Industry Discussion
A place to post if your topic doesn't fit any other category.
1660 39398 Anyone feel guilty for not working...
By BullishT View Last Post
Sep/16/2021 at 11:15am

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