Rookies & Trainees

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

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The Lounge

For off-topic thoughts, ideas and questions.

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Technology

Discuss the tools that make your job easier.

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Investing

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

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Legal and Compliance Issues

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

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Apr 7, 2022

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

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Mar 10, 2022

Forum Updates

How to get your login/report bugs

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Jan 20, 2022

General

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

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Insurance

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

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Sep 28, 2019

RIAs, Independents

Anything and everything related to the independent financial advisory business

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What's Up at Firms?

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

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Clients

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

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Site Feedback

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

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Mar 2, 2018

Business Travel

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