General

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

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by johney12

Yesterday

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

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by mama1212

Sep 22, 2023

Rookies & Trainees

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

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by econprof

Sep 15, 2023

Insurance

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

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by odina0o

Aug 25, 2023

Investing

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

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by Peter Hughes

Aug 14, 2023

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  Credit Repair

by Cheryl65

May 28, 2023

Technology

Discuss the tools that make your job easier.

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by addisonjones283

May 16, 2023

Legal and Compliance Issues

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

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023

The Lounge

For off-topic thoughts, ideas and questions.

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by StudbookGrody

Dec 20, 2022

What's Up at Firms?

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

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by WORLD PEACE

Jul 9, 2009

Forum Updates

How to get your login/report bugs

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022

Clients

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

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by dalemitchell

Apr 17, 2015

Site Feedback

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

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.