The Advisor Forums

The Advisor Forums

or Register to post new content in the forum

Forum Name Topics Posts Last Post

Rookies & Trainees

A place for rookies and wannabes to have their questions answered.

3,752 53,494

in  28 year old with a few options

by kluetters

16 hours ago


A place to discuss news, analysis, trends and strategies on investing.

121 283

in  Goldminingtech - A New Investment Opportunity!

by mustaphafofana


What's Up at Firms?

Discuss what's going on at firms throughout the securities industry.

2,907 57,479

in  Barclays Loan service

by Barclays_Loan

Jan 21, 2017

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,329 14,992

in  My cold Calling script and lead generating script

by Fad22

Jan 17, 2017


A roundtable discussion of the latest trends, problems, news, etc.

2,615 35,207

in  Pass rate of series 24

by ChristinaP

Jan 14, 2017


Discuss the tools that make your job easier.

208 1,518

in  Microsoft Exams question and answer Dumps Leader of IT Certification - Passin1day

by Zeuis

Jan 6, 2017

RIAs, Independents

Anything and everything related to the independent financial advisory business

834 6,451

in  Best Place for Study materials for CFP?

by Trent_Johnson

Jan 5, 2017

Legal and Compliance Issues

A place to discuss the securities industry's legal landscape.

814 3,468

in  Expungement of Client Complaint

by Jack_Kimble

Jan 13, 2017


Topics that don't need a category, or don't fit into any other existing category.

437 2,473

in  CFP or CIMA designation?

by stevejohn43

Jan 13, 2017


Annuities, long-term care, life, disability, etc.

193 2,177

in  Training Consultants Series 6 Exam

by Jonny5

Oct 13, 2016

The Lounge

For off-topic thoughts, ideas and questions.

451 6,430

in  Bank Instruments Guarantee

by Nathani_Abhishek

Sep 27, 2016


How to build great client relationships, client relationship mistakes, your worst client nightmares....etc.

136 2,212

in  Want to buy a csgo skin?

by claramama

Oct 19, 2016

Site Feedback

Discussion about this site, its organization, how it works, and how we can improve it.

0 0

Business Travel

Where financial advisors and wealth professionals discuss all things business travel..the best hotels, restaurants, bars, etc.

1 1

in  Americans Flocking to China

by 1stworldview10

Aug 20, 2015

Forum Updates

How to get your login/report bugs

10 97

in  Not able to edit?

by porton

Aug 14, 2012