Rookies & Trainees

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

in  How do you play the wholesale rep game?

by anonymous

Apr 6, 2007

Technology

Discuss the tools that make your job easier.

in  Have you used a chatbot?

by Ivyryvy1

Jun 13, 2022

Insurance

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

in  Health insurance

by CarmeloBelardo

May 31, 2022

The Lounge

For off-topic thoughts, ideas and questions.

in  Is this Forum dead

by studentadvisor87

Jan 24, 2020

Investing

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

in  Do I need a financial advisor

by RoobySooqy2

Jan 3, 2022

Legal and Compliance Issues

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

in  Digital Currencies for RIA Compliance

by Victor Chandler

Apr 7, 2022

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Will I FAIL because of the way I look?

by Muscleman1991

Mar 10, 2022

Forum Updates

How to get your login/report bugs

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022

General

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

in  Team Comp Split Advice Needed

by LamontKrane

Jan 7, 2022

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  RIAs / wealth managers considering a new financial product

by Gianluigi

Oct 19, 2021

What's Up at Firms?

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

in  Mass Mutual Vs. Northwestern Mutual

by CoolBreeze

Apr 28, 2021

Clients

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

in  Make Money Investing in Forex Managed Accounts

by forexgdp20

Jun 30, 2020

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.