| Forum Name | Topics | Posts | Last Post |
RIAs, IndependentsAnything and everything related to the independent financial advisory business |
876 | 6,542 | in CRM Advice by thomcon 4 hours 40 min ago |
TechnologyDiscuss the tools that make your job easier. |
242 | 1,597 | in AZ-104: Can I rally on exam preparation material or dumps to pass Microsoft Azure Administrator? by ALEEEYY 16 hours 29 min ago |
GeneralA roundtable discussion of the latest trends, problems, news, etc. |
2,673 | 35,367 | in Boost Your Exam Success with Dumps4azure AZ-800 Dumps PDF! by Emma Martin 2 days ago |
Rookies & TraineesA place for rookies and wannabes to have their questions answered. |
3,934 | 53,865 | in ML Math Test--What kind of questions? by lomnee32 May 23, 2024 |
Prospecting, Marketing and SellingShare techniques for building/maintaining a business. |
1,350 | 15,173 | in The 500 day war (for rookies) May 21, 2024 |
InvestingA place to discuss news, analysis, trends and strategies on investing. |
126 | 323 | in Do I need a financial advisor by bataman May 7, 2024 |
What's Up at Firms?Discuss what’s going on at firms throughout the securities industry. |
2,913 | 57,470 |
by anovimous May 4, 2024 |
Forum UpdatesHow to get your login/report bugs |
11 | 99 | in Forum Speed - is it better? Mar 17, 2010 |
InsuranceAnnuities, long-term care, life, disability, etc. |
192 | 2,198 | in Farmers, Allstate, State Farm retiring by jesonko Jul 6, 2015 |
The LoungeFor off-topic thoughts, ideas and questions. |
449 | 6,410 |
by Jbarnaby Nov 28, 2020 |
Legal and Compliance IssuesA place to discuss the securities industry’s legal landscape. |
836 | 3,506 | in No Commission Annuities and AUM Fees by FirstPurpose Mar 30, 2023 |
ClientsHow 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 FeedbackDiscussion about this site, its organization, how it works, and how we can improve it. |
2 | 2 | in Main Website (Trackers/Behavior Analytics) Mar 2, 2018 |
Business TravelWhere financial advisors and wealth professionals discuss all things business travel…the best hotels, restaurants, bars, etc. |
0 | 0 |