Rookies & Trainees

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

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General

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

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What's Up at Firms?

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

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Yesterday

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  The road to 12mill

by JASON916

2 days ago

Insurance

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

in  Family Income Benefit

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Technology

Discuss the tools that make your job easier.

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Oct 12, 2019

Investing

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

in  Finance your project

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Oct 8, 2019

The Lounge

For off-topic thoughts, ideas and questions.

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Oct 8, 2019

Legal and Compliance Issues

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

in  Guilty By Association

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Sep 25, 2019

RIAs, Independents

Anything and everything related to the independent financial advisory business

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by MohawkDean

Sep 20, 2019

Uncategorized

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

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by DonnyG

Aug 8, 2019

Forum Updates

How to get your login/report bugs

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

by N.D

Apr 21, 2010

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-Resear

Mar 2, 2018

Clients

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

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by Marky

Jan 11, 2019

Business Travel

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