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The Advisor Forums

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Forum Name Topics Posts Last Post

Forum Updates

How to get your login/report bugs

11 99

in  Post Bugs Here!

by vigreen

Jan 11, 2022

Legal and Compliance Issues

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

835 3,505

in  I am getting ready to start a new job

by vigreen

Jan 11, 2022


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

2,665 35,355

in  Team Comp Split Advice Needed

by LamontKrane

Jan 7, 2022

Rookies & Trainees

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

3,929 53,845

in  Northwestern Mutual New Career

by JASON916

Jan 6, 2022

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,349 15,172

in  The road to 12mill

by JASON916

Jan 6, 2022


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

122 314

in  Do I need a financial advisor

by RoobySooqy2

Jan 3, 2022


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

199 2,202

in  Health insurance

by thomasben2296

Sep 28, 2019


Discuss the tools that make your job easier.

230 1,574

in  Alternatives to Advent Axys

by Jenifer Smith

Dec 23, 2021

RIAs, Independents

Anything and everything related to the independent financial advisory business

873 6,538

in  RIAs / wealth managers considering a new financial product

by Gianluigi

Oct 19, 2021

What's Up at Firms?

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

2,912 57,465

in  Mass Mutual Vs. Northwestern Mutual

by CoolBreeze

Apr 28, 2021

The Lounge

For off-topic thoughts, ideas and questions.

445 6,405

in  Introduction

by Curtis Green

Jan 19, 2021


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

133 2,214

in  Make Money Investing in Forex Managed Accounts

by forexgdp20

Jun 30, 2020

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