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The Advisor Forums

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Forum Name Topics Posts Last Post


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

2,634 35,289

in  Edward Jones opportunity - Retiring advisor 50 million, should I do it?

by Independent_advisor

22 hours 26 min ago

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,333 15,069

in  Dave Ramsey Smartvestor program

by spaztikjohns

Sep 16, 2019

What's Up at Firms?

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

2,906 57,454

in  Wells fargo wbs

by youngdeadguy

Sep 16, 2019


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

131 319

in  Understanding Cryptocurrencies : Bitcoin et al

by Paul_Lambe

Sep 11, 2019

Rookies & Trainees

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

3,898 53,788

in  Another Edward Jones Question

by FA2019

Sep 9, 2019

RIAs, Independents

Anything and everything related to the independent financial advisory business

858 6,506

in  I need help please. Who should I use for my study material for my Series 65?


Sep 7, 2019

Legal and Compliance Issues

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

824 3,489

in  Series 53 and 24

by Cosgrove_Tommy

Aug 13, 2019


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

436 2,481

in  Has anyone used Pro2Pro? Dr Len Schwartz?

by DonnyG

Aug 8, 2019

Forum Updates

How to get your login/report bugs

11 98

in  I still don't get emails when there are posts on threads I have commented on?

by N.D

Apr 21, 2010


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

194 2,187

in  Insurance Agents

by elianalarisa

Jul 17, 2019

The Lounge

For off-topic thoughts, ideas and questions.

441 6,397

in  Car loan provider

by rileypark009

Dec 3, 2018


Discuss the tools that make your job easier.

223 1,558

in  Web Meetings

by joe5

Apr 25, 2019

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-Resear

Mar 2, 2018


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

132 2,211

in  Make Money Investing in Forex Managed Accounts

by Marky

Jan 11, 2019

Business Travel

Where financial advisors and wealth professionals discuss all things business travel…the best hotels, restaurants, bars, etc.

0 1