The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post

Rookies & Trainees

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

3,861 53,760

in  Series 65 - Training Consultants - Experience Needed Please

by BB.ncam

13 hours 33 min ago


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

2,612 35,236

in  Pass rate of series 24

by Cromag00

Aug 10, 2018


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

120 291

in  What do Millennials save for?


Aug 2, 2018

RIAs, Independents

Anything and everything related to the independent financial advisory business

853 6,498

in  Fees are Falling: What should you do?

by Mike_Langford

Aug 7, 2018

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,323 15,022

in  Bank Instruments specifically for lease

by leaseman

May 29, 2017


Discuss the tools that make your job easier.

219 1,547

in  Keeping your funds close and your clients closer

by GregJoslyn

Jun 5, 2018

Legal and Compliance Issues

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

818 3,482

in  Billing on Margin accounts

by gdman361

Jun 5, 2018

What's Up at Firms?

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

2,900 57,445

in  CFA Level 1 Study Planner

by rajanatmiya05

Mar 20, 2018


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

192 2,178

in  Writing policies for ITIN holders

by jandpwags

Mar 4, 2018


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

436 2,476

in  Has anyone used Pro2Pro? Dr Len Schwartz?

by Josh1234

Jan 11, 2018

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-Resear

Mar 2, 2018


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

132 2,208

in  How to handle a client who dumps you?

by Warrior11

Nov 7, 2017

Business Travel

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

0 1

The Lounge

For off-topic thoughts, ideas and questions.

441 6,398

in  Sagepoint worst bd!

by Patrick_P_Astre

Jul 26, 2017

Forum Updates

How to get your login/report bugs

11 98

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

by N.D

Apr 21, 2010