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The Advisor Forums

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

2,673 35,367

in  What Role Does Labor Calculation Play in Drywall Takeoff?

by jessica23



Discuss the tools that make your job easier.

236 1,590

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by Olivia Johnson


Forum Updates

How to get your login/report bugs

11 101

in  Forum Speed - is it better?

by surbhi

Mar 28, 2024

Rookies & Trainees

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

3,934 53,862

in  Buy Series 7 Suitability Questions and Options Questions

by Series7examtutor

Mar 18, 2024

What's Up at Firms?

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

2,913 57,469

in  Whatsup at Primerica?

by MidwestStrongestRep

Mar 6, 2024


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

126 323

in  Do I need a financial advisor

by Olivia Erin

Feb 13, 2024

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,541

in  RIA looking for IARs

by MikeAllen1

Jul 16, 2022


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

192 2,198

in  Farmers, Allstate, State Farm retiring

by jesonko

Jul 6, 2015

The Lounge

For off-topic thoughts, ideas and questions.

449 6,410

in  Large financial gift

by Jbarnaby

Nov 28, 2020

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,171

in  Nick Murray Prospecting Script

by mama1212

Sep 22, 2023

Legal and Compliance Issues

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

836 3,506

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023


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

132 2,211

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.

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