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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.

3,933 53,856

in  CPA considering career change to financial advisor

by johney12

Nov 30, 2023

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,541

in  Credit Repair


Dec 14, 2007

The Lounge

For off-topic thoughts, ideas and questions.

449 6,410

in  Large financial gift

by Jbarnaby

Nov 28, 2020


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

192 2,198

in  Health insurance

by johney12

Oct 2, 2023


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

2,671 35,363

in  What are the options for obtaining a home loan if my credit score is low?

by johney12

Sep 26, 2023

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,171

in  Nick Murray Prospecting Script

by mama1212

Sep 22, 2023


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

127 326

in  Why I'm Purchasing Bitcoin

by MaxSamchuk

Mar 30, 2023


Discuss the tools that make your job easier.

233 1,580

in  Features & Benefits Offered by Crypto DeFi Wallets

by addisonjones283

May 16, 2023

Legal and Compliance Issues

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

836 3,506

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023

What's Up at Firms?

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

2,912 57,465

in  Anti harassment indoctrination hooha


Jul 9, 2009

Forum Updates

How to get your login/report bugs

11 99

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022


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

132 2,211

in  Best Holiday Gifts for Clients

by dalemitchell

Apr 17, 2015

Site Feedback

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

2 2

in  Main Website (Trackers/Behavior Analytics)

by Anon-Security-Researcher

Mar 2, 2018

Business Travel

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

0 0