Insurance

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

in  Life Insurance Options

by Diddel

Sep 16, 2021

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Chatbot for Prospecting?

by dacerd

Sep 10, 2021

Technology

Discuss the tools that make your job easier.

in  Have you used a chatbot?

by dacerd

Sep 10, 2021

General

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

in  Elm3 the financial consulting company was hacked

by Mannus

Aug 11, 2021

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  TAMP recommendations/Vise

by rdouglas79

Aug 11, 2021

Investing

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

in  Do I need a financial advisor

by Hanes Eddy

May 3, 2021

Rookies & Trainees

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

in  Series 65 for someone with Series 66 license

by Stratus

Jul 14, 2021

Legal and Compliance Issues

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

in  HELP - Got a call to do a regulatory examination (DFPI - Ca) YIKES

by Former BD

Jun 1, 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

The Lounge

For off-topic thoughts, ideas and questions.

in  Introduction

by curtis345

Jan 19, 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

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.