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Forum Name Topics Posts Last Post

The Lounge

For off-topic thoughts, ideas and questions.

449 6,410

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by Fiona951753

Yesterday

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,349 15,175

in  "Stock Broker" vs "Financial Advisor"

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Yesterday

General

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

2,667 35,358

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by diirrunesigv

Dec 2, 2022

Technology

Discuss the tools that make your job easier.

233 1,579

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by Jordan4311

Dec 1, 2022

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

by WORLD PEACE

Jul 9, 2009

Insurance

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

199 2,204

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Investing

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

124 320

in  Finance Tips

by matthewbates

May 24, 2019

Rookies & Trainees

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

3,932 53,851

in  I was Discharged from Merrill Lynch U5 Question

by scamuto

Aug 18, 2022

RIAs, Independents

Anything and everything related to the independent financial advisory business

873 6,539

in  RIA looking for IARs

by MikeAllen1

Jul 16, 2022

Legal and Compliance Issues

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

835 3,505

in  Digital Currencies for RIA Compliance

by Victor Chandler

Apr 7, 2022

Forum Updates

How to get your login/report bugs

11 99

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.

133 2,214

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Jun 30, 2020

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