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|Greenhorn Introductions (10 Viewing)
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Apr/05/2017 at 5:22pm
|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Feb/09/2017 at 7:41am
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Yesterday at 12:01am
Building relationships, managing your book, horror stories, and stupid mistakes.
34 minutes ago at 9:41pm
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
Yesterday at 9:55am
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Yesterday at 9:43am
|Prospecting, Marketing, and Selling
Strategies for building a successful practice.
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Annuities, life, health, long-term care, and disability insurance.
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Taxes, estate planning, retirement income planning, accumulation, etc.
Apr/18/2017 at 10:24am
All things Compliance for RIAs
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Arbitration, regulation, and all other legal "stuff."
Mar/08/2017 at 3:03pm
Hardware and software that helps you run your practice.
Apr/20/2017 at 8:19am
|General Industry Discussion
A place to post if your topic doesn't fit any other category.
Yesterday at 10:21pm
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Off topic discussions, jokes, etc.
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
|Real Life Resources|
A safe place where vendors can discuss their products and services. List brokers, custodians, wholesalers, you name it. If we can use it, you can offer it here.
Mar/15/2017 at 5:49pm
|Recruiting & Guns For Hire
Looking to add talent to your practice? Whether you're an indy OSJ, RIA, General Agent, or Wirehouse BOM, the talent you seek might be found here.
May/18/2016 at 4:46pm
|Latest Forum Posts|
|New Here/ EJ discussion||11 hours 49 minutes ago at 10:26am By Fitness1983||Greenhorn Introductions|
|New and looking for advice||Yesterday at 8:26pm By bc2051||Greenhorn Introductions|
|New Advisor - Knocking on 20,000 doors||Apr/22/2017 at 12:31am By whirleybird||Greenhorn Introductions|
|Wrap fees||Apr/20/2017 at 10:47am By Omar||Greenhorn Introductions|
|Intro||Apr/19/2017 at 10:51pm By Ryanames||Greenhorn Introductions|
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