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Forum Name Topics Posts Last Post


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

2,644 35,315

in  Pro-bono financial planning/Planning for those in need?

by clintbarton



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

132 323

in  An bitcoin investment Yuri fomin sp value $3.00

by tebbakh_said

2 days ago


Topics that don't need a category, or don't fit into any other existing category.

435 2,475

in  2011 Prospecting Ideas for a new FA

by RevenueLand

Mar 23, 2020

Rookies & Trainees

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

3,904 53,806

in  Hired to manage existing book?

by Stevetrippy

Mar 3, 2020

Legal and Compliance Issues

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

828 3,494

in  Ed Jones production claims

by Jacksback

Feb 22, 2020

RIAs, Independents

Anything and everything related to the independent financial advisory business

861 6,514

in  RIA vs Lawyer (long post)

by youngadvisor97

Feb 14, 2020

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,339 15,136

in  Salesgenie vs Salesflower vs WealthEngine: Which is best for leads?

by chris630

Feb 4, 2020

The Lounge

For off-topic thoughts, ideas and questions.

442 6,399

in  Is this Forum dead

by studentadvisor87

Jan 24, 2020


Discuss the tools that make your job easier.

224 1,562

in  Copytalk

by willycpc

Jan 24, 2020

What's Up at Firms?

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

2,908 57,457

in  The Edward Jones Advantage

by user-192379

Jan 22, 2020


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

132 2,212

in  IRA Distributions, Roth Conversion, & Disability

by Squirrel

Dec 3, 2019


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

199 2,199

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Forum Updates

How to get your login/report bugs

11 98

in  I still don't get emails when there are posts on threads I have commented on?

by N.D

Apr 21, 2010

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-Resear

Mar 2, 2018

Business Travel

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

0 0