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The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,172

in  Nick Murray Prospecting Script

by mama1212


Rookies & Trainees

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

3,933 53,854

in  Should I become a financial advisor part time?

by econprof

Sep 15, 2023


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

2,675 35,369

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

by Damian963

Aug 29, 2023


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

199 2,206

in  Permanant insurance questions

by odina0o

Aug 25, 2023


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

128 328

in  Why I'm Purchasing Bitcoin

by Peter Hughes

Aug 14, 2023

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,545

in  Credit Repair

by Cheryl65

May 28, 2023


Discuss the tools that make your job easier.

234 1,581

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.

836 3,506

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023

The Lounge

For off-topic thoughts, ideas and questions.

449 6,410

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.

2,912 57,465

in  Anti harassment indoctrination hooha


Jul 9, 2009

Forum Updates

How to get your login/report bugs

11 99

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022


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