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.

3,829 53,665

in  Selling online access Kaplan for series 66 and STC for series 7

by ramakote899

18 hours 12 min ago


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

2,601 35,214

in  Is getting a series 65 before graduation gonma help me get a job?

by JM1335

2 days ago


Discuss the tools that make your job easier.

216 1,542

in  Advisors' ipad app

by Reginald9898

Feb 9, 2018

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,323 15,016

in  Would love feedback on my new lead generation site for wealth management professionals!

by SternTrader

Feb 13, 2018


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

125 298

in  Has anyone ever heard of this tax strategy?

by DK1984

Feb 12, 2018

RIAs, Independents

Anything and everything related to the independent financial advisory business

846 6,484

in  Best Place for Study materials for CFP?

by sarahwayneznh

Feb 8, 2018

Legal and Compliance Issues

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

815 3,479

in  Firms that will take you with bk?

by imac1

Jan 25, 2018

What's Up at Firms?

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

2,901 57,448

in  Whatsup at Primerica?

by Making_MakeSense

Jan 10, 2018


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

200 2,186

in  Long term LIC saving plans and policy with high returns

by dannyspastics

Jan 5, 2018


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

436 2,476

in  Has anyone used Pro2Pro? Dr Len Schwartz?

by Josh1234

Jan 11, 2018


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

135 2,211

in  How to handle a client who dumps you?

by Warrior11

Nov 7, 2017

Site Feedback

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

1 1

in  Contacting other members

by MIM2017

Nov 9, 2017

The Lounge

For off-topic thoughts, ideas and questions.

441 6,398

in  Sagepoint worst bd!

by Patrick_P_Astre

Jul 26, 2017

Forum Updates

How to get your login/report bugs

11 98

in  Study partner for CFP

by Vids1234

Aug 13, 2017

Business Travel

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

-2 18