General

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

in  What is the best accounting and bookkeeping software that can be used at an affordable cost?

by jasminpatel

Jul 16, 2024

Technology

Discuss the tools that make your job easier.

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

by Angelica Botsford

Jul 10, 2024

Investing

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

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.

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

in  CRM Advice

by Amber_M

Sep 20, 2012

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

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.

in  Whatsup at Primerica?

by anovimous

May 4, 2024

Forum Updates

How to get your login/report bugs

in  Forum Speed - is it better?

by gethardgetraw

Mar 17, 2010

Insurance

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

in  Farmers, Allstate, State Farm retiring

by jesonko

Jul 6, 2015

The Lounge

For off-topic thoughts, ideas and questions.

in  Large financial gift

by Jbarnaby

Nov 28, 2020

Legal and Compliance Issues

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

in  No Commission Annuities and AUM Fees

by FirstPurpose

Mar 30, 2023

Clients

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

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.

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.