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The Lobby (1 Viewing)
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14 1674 The Definitive Prospecting Thread...
By Moraen View Last Post
Oct/08/2020 at 7:52am
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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.
246 7381
Nov/08/2020 at 4:50pm
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Place for junior members of the board to discuss topics without Senior Member input/trolling
658 20468
Oct/16/2020 at 2:02pm
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Building relationships, managing your book, horror stories, and stupid mistakes.
504 14089
17 hours 16 minutes ago at 10:23pm
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Securities Firms (2 Viewing)
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
1075 31397
46 minutes ago at 2:53pm
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
990 23057
Yesterday at 3:51pm
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Prospecting, Marketing, and Selling (2 Viewing)
Strategies for building a successful practice.
1785 40032
1 hour 44 minutes ago at 1:55pm
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Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc.
1690 40130
Nov/30/2020 at 4:18pm
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Annuities, life, health, long-term care, and disability insurance.
456 9972
Nov/27/2020 at 1:17pm
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Planning Concepts
Taxes, estate planning, retirement income planning, accumulation, etc.
541 9220
Yesterday at 2:18pm
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All things Compliance for RIAs
214 3629
Oct/27/2020 at 12:03pm
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Legal Issues
Arbitration, regulation, and all other legal "stuff."
112 2496
Nov/19/2020 at 7:11pm
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Hardware and software that helps you run your practice.
548 8491
Nov/26/2020 at 1:09am
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General Industry Discussion
A place to post if your topic doesn't fit any other category.
1587 36908
1 hour 23 minutes ago at 2:16pm
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The Water Cooler
Off topic discussions, jokes, etc. No politics or religion.
4092 137149
2 hours 56 minutes ago at 12:43pm

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