Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  Nick Murray Prospecting Script

by mama1212

Yesterday

Rookies & Trainees

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

in  Should I become a financial advisor part time?

by econprof

Sep 15, 2023

General

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

in  What are the different methods available to obtain proof of income for a mortgage application?

by Damian963

Aug 29, 2023

Insurance

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

in  Permanant insurance questions

by odina0o

Aug 25, 2023

Investing

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

in  Why I'm Purchasing Bitcoin

by Peter Hughes

Aug 14, 2023

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  Credit Repair

by Cheryl65

May 28, 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

The Lounge

For off-topic thoughts, ideas and questions.

in  What is a good way to improve your credit score?

by StudbookGrody

Dec 20, 2022

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.