General

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

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RIAs, Independents

Anything and everything related to the independent financial advisory business

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by investorigator

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Business Travel

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

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Investing

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

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May 13, 2024

Technology

Discuss the tools that make your job easier.

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by cqy06679

May 11, 2024

What's Up at Firms?

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

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by anovimous

May 4, 2024

Forum Updates

How to get your login/report bugs

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Mar 17, 2010

Rookies & Trainees

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

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Insurance

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

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by jesonko

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The Lounge

For off-topic thoughts, ideas and questions.

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Nov 28, 2020

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

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by mama1212

Sep 22, 2023

Legal and Compliance Issues

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

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by FirstPurpose

Mar 30, 2023

Clients

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

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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.

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by Anon-Security-Researcher

Mar 2, 2018