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The Advisor Forums

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Technology

Discuss the tools that make your job easier.

236 1,592

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by jasonmarkford

Yesterday

General

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

2,673 35,367

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by jessica23

Apr 19, 2024

Forum Updates

How to get your login/report bugs

11 101

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by surbhi

Mar 28, 2024

Rookies & Trainees

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

3,934 53,862

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by Series7examtutor

Mar 18, 2024

What's Up at Firms?

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

2,913 57,469

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by MidwestStrongestRep

Mar 6, 2024

Investing

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

126 323

in  Do I need a financial advisor

by Olivia Erin

Feb 13, 2024

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,541

in  RIA looking for IARs

by MikeAllen1

Jul 16, 2022

Insurance

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

192 2,198

in  Farmers, Allstate, State Farm retiring

by jesonko

Jul 6, 2015

The Lounge

For off-topic thoughts, ideas and questions.

449 6,410

in  Large financial gift

by Jbarnaby

Nov 28, 2020

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,171

in  Nick Murray Prospecting Script

by mama1212

Sep 22, 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

Clients

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

132 2,211

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by dalemitchell

Apr 17, 2015

Site Feedback

Discussion about this site, its organization, how it works, and how we can improve it.

2 2

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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