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The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post


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

127 326

in  Do I need a financial advisor

by azwinda

7 hours 44 min ago

RIAs, Independents

Anything and everything related to the independent financial advisory business

873 6,541

in  Credit Repair

by Alexxy82

14 hours 19 min ago


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

2,674 35,372

in  Salesforce Financial Services Cloud features

by [email protected]


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

2 days ago

Rookies & Trainees

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

3,931 53,853

in  CPA considering career change to financial advisor

by hrsscpas

Jan 18, 2023

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,176

in  Prospecting help

by TylerKnown

Dec 29, 2022

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


Discuss the tools that make your job easier.

233 1,580

in  Have you used a chatbot?

by freshfinance

Dec 16, 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


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

199 2,204

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

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