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The Advisor Forums

The Advisor Forums

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Forum Name Topics Posts Last Post


Discuss the tools that make your job easier.

244 1,603

in  2024 | Solutions Architect - Associate (SAA-C03)

by colinwade700

9 hours 46 min ago


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

2,673 35,368

in  Financial Planning Thoughts

by tecexi

Jun 12, 2024


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

127 324

in  Is Now a Good Time to Invest in Precious Metals?

by maria13

Jun 4, 2024

Rookies & Trainees

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

3,934 53,866

in  World Financial Group/Transamerica. May just be the best Opportunity for Indys

by Grepa123

May 27, 2024

RIAs, Independents

Anything and everything related to the independent financial advisory business

876 6,542

in  CRM Advice

by Amber_M

Sep 20, 2012

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

1,350 15,173

in  The 500 day war (for rookies)

by studentadvisor87

May 21, 2024

What's Up at Firms?

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

2,913 57,470

in  Whatsup at Primerica?

by anovimous

May 4, 2024

Forum Updates

How to get your login/report bugs

11 99

in  Forum Speed - is it better?

by gethardgetraw

Mar 17, 2010


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

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


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