General

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

in  What is the best accounting and bookkeeping software that can be used at an affordable cost?

by Gena

16 hours 35 min ago

Investing

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

in  ABI Wake Up the Sleeping Giant Project Prior For The Twice Productions of Gold!

by GoldInn

Yesterday

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Life Insurance Leads

by RE Guru

Aug 25, 2014

Legal and Compliance Issues

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

in  Edward Jones Employee Contract - Covid

by buyandhold

Oct 6, 2020

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  CEG Worldwide (Training)

by ATuckman

Oct 5, 2020

Rookies & Trainees

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

in  Merrill Lynch Business Plan Presentation

by HNWorDieTrying

Oct 2, 2020

What's Up at Firms?

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

in  Series 65 and 57

by KakapIhar

Sep 10, 2020

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

Technology

Discuss the tools that make your job easier.

in  CRM Software

by klukovics

Apr 29, 2020

The Lounge

For off-topic thoughts, ideas and questions.

in  Introduction

by huynhpro98

Apr 24, 2020

Uncategorized

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

in  Insurance Professional Seeking FA Position

by jolivermaxwell

Apr 22, 2020

Insurance

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

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Forum Updates

How to get your login/report bugs

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.

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.