The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post

Rookies & Trainees

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

3,768 53,602

in  How do financial advisors handle their clients' transactions?

by mac404

1 hour 37 min ago

Business Travel

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

7 71

in  Do you need an urgent loan, a loan to start up a new line of business or to pay off debt contact us now


2 hours 16 min ago


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

2,621 35,227

in  What is known as Wealth Management?

by zacjackey


RIAs, Independents

Anything and everything related to the independent financial advisory business

838 6,460

in  Is my RIA underpaying me?

by Gindie

Mar 17, 2017

What's Up at Firms?

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

2,907 57,479

in  Edward Jones Advisory Solutions

by rajesh90

Mar 19, 2017


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

194 2,178

in  Do you need an urgent loan if yes contact [email protected]

by chandeller

Mar 19, 2017


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

137 2,213

in  Need an urgent loan

by chandeller

Mar 19, 2017

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,336 15,005

in  Script Feedback

by Jetasis

Mar 15, 2017

Legal and Compliance Issues

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

816 3,472

in  RAUM - 4o1(k) held away assets

by anonymous3

Mar 14, 2017


Discuss the tools that make your job easier.

210 1,521

in  Cisco 810-403 Study Material with 100% Passing Guarantee on Dumps4free

by Zeuis

Mar 7, 2017


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

123 290

in  Abu Dhabi Bitcoin 2560% ROI in 6 hours

by freddiejohnson65

Mar 6, 2017

The Lounge

For off-topic thoughts, ideas and questions.

452 6,432

in  Any problem with documents (ID,license, pass, ..)?

by Mr_P_Welch

Feb 17, 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

Site Feedback

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

0 0

Forum Updates

How to get your login/report bugs

10 97

in  Not able to edit?

by porton

Aug 14, 2012