Rookies & Trainees

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

in  CPA considering career change to financial advisor

by johney12

Nov 30, 2023

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  Credit Repair

by MISS JONES

Dec 14, 2007

The Lounge

For off-topic thoughts, ideas and questions.

in  Large financial gift

by Jbarnaby

Nov 28, 2020

Insurance

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

in  Health insurance

by johney12

Oct 2, 2023

General

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

in  What are the options for obtaining a home loan if my credit score is low?

by johney12

Sep 26, 2023

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Nick Murray Prospecting Script

by mama1212

Sep 22, 2023

Investing

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

in  Why I'm Purchasing Bitcoin

by MaxSamchuk

Mar 30, 2023

Technology

Discuss the tools that make your job easier.

in  Features & Benefits Offered by Crypto DeFi Wallets

by addisonjones283

May 16, 2023

Legal and Compliance Issues

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

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023

What's Up at Firms?

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

in  Anti harassment indoctrination hooha

by WORLD PEACE

Jul 9, 2009

Forum Updates

How to get your login/report bugs

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.

in  Best Holiday Gifts for Clients

by dalemitchell

Apr 17, 2015

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.