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|All About the Board
A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements.
Sep/15/2016 at 1:24pm
|Rookies & Trainees
For those studying for licensing exams, trainees, first year producers, and those considering the industry.
Nov/19/2016 at 3:03pm
Building relationships, managing your book, horror stories, and stupid mistakes.
48 minutes ago at 7:48am
Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
Nov/26/2016 at 3:05am
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Strategies for building a successful practice.
Dec/01/2016 at 9:41pm
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Dec/01/2016 at 10:43am
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Administering Justice and Protecting the General Population of Advisorheads
Feb/02/2014 at 11:26pm
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Aug/16/2016 at 1:59pm
|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 to the board||15 minutes ago at 8:21am By tun_tavern||Greenhorn Introductions|
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