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

2,686 35,386

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

195 2,202

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Legal and Compliance Issues

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

840 3,510

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by yijebi55

Jul 11, 2024

Rookies & Trainees

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

3,937 53,869

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by mikoke

Jul 11, 2024

What's Up at Firms?

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

2,915 57,472

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by viwod

Jul 11, 2024

Business Travel

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

1 1

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by beliyo

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

133 2,212

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by litada

Jul 11, 2024


Discuss the tools that make your job easier.

239 1,595

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by gecewac

Jul 11, 2024

Site Feedback

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

3 3

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by kiniga

Jul 11, 2024

The Lounge

For off-topic thoughts, ideas and questions.

450 6,411

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by vewop

Jul 11, 2024


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

128 325

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by hakinak3

Jul 11, 2024

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,351 15,174

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by hakinak3

Jul 11, 2024

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,542

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Forum Updates

How to get your login/report bugs

11 99

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Mar 17, 2010