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Welcome to the Discussion Board

Welcome to the discussion forums, your online community to connect with your peers. The forums are designed to allow you to ask questions and share your knowledge with other advisors. To post a new topic or reply to an existing one, you will need to register. Please refer to the FAQs for detailed information on how to participate in the forums.

Our experienced discussion hosts are available to provide their expertise and moderate discussions as necessary. We are committed to improving our discussion forums. Our new community manager is interested in your suggestions. Please help us to promote a safe and hospitable environment, in which members can engage in lively conversations, by reporting misconduct to: DiscussionWatch@SourceMedia.com.

Discussion Categories

  • Forums
  • Topics
  • Posts
  • Last Post

    • Retirement Crisis Center

      Discuss retirement issues your clients face here.

      • Posted by Community Manager
      • on November 13, 2008 1:23 PM EST
      • Edited on November 13, 2008 1:25 PM EST
    • 5
    • 9
    • December 12, 2008 7:17 PM EST Tad Borek

    • Banking

      Issues relevant to advisors who work in banks.
      • Posted by Community Manager
      • on April 16, 2008 3:24 PM EDT
      • Edited on July 14, 2008 12:30 PM EDT
    • 12
    • 48
    • December 30, 2008 4:36 PM EST 24JP

    • Branding & Marketing

      Discover techniques to get your brand out where prospects are sure to notice.
      • Posted by Community Manager
      • on February 12, 2008 4:31 PM EST
    • 2338
    • 13434
    • December 21, 2008 12:12 AM EST volstrike3

    • Career Development

      Discuss career issues with fellow financial professionals, including certification programs and associations.
      • Posted by Community Manager
      • on February 12, 2008 4:31 PM EST
    • 7338
    • 37911
    • January 7, 2009 10:48 PM EST Trell

    • Case Studies

      A place to share case studies and be exposed to new ideas.
      • Posted by Community Manager
      • on February 12, 2008 4:31 PM EST
    • 561
    • 5282
    • December 16, 2008 4:53 PM EST SouthBayAdvisor

    • Client Acquisition

      Learn strategies for acquiring your ideal clients.
      • Posted by Community Manager
      • on February 12, 2008 4:31 PM EST
    • 31
    • 103
    • December 29, 2008 4:19 PM EST debaser

    • Compliance

      Talk about compliance issues and discuss the most recent compliance news.
      • Posted by Community Manager
      • on February 12, 2008 4:31 PM EST
    • 19
    • 55
    • December 15, 2008 6:45 PM EST FIM

    • Estate Planning

      Discuss estate planning issues with your peers.
      • Posted by Community Manager
      • on February 12, 2008 4:30 PM EST
    • 33
    • 53
    • December 29, 2008 12:21 PM EST Mike

    • Financial Planning

      Share specific client scenarios and pick up strategic advice.
      • Posted by Community Manager
      • on February 12, 2008 4:30 PM EST
    • 3822
    • 23348
    • December 24, 2008 9:29 AM EST Peterb6086

    • Industry Buzz

      Discuss the latest industry news with your peers.
      • Posted by Community Manager
      • on July 10, 2008 2:28 PM EDT
    • 1613
    • 14099
    • December 16, 2008 5:45 PM EST Community Manager

    • Insurance

      Get practical advice about insurance news and products from your peers.
      • Posted by Community Manager
      • on February 12, 2008 4:29 PM EST
    • 24
    • 58
    • December 19, 2008 3:38 PM EST volstrike3

    • Investments

      Need ideas for which vehicles would be most effective for your clients? Check them out here.
      • Posted by Community Manager
      • on February 12, 2008 4:29 PM EST
    • 1610
    • 10888
    • January 7, 2009 7:14 PM EST Bill L., CFP

    • Practice Management

      Connect with your peers on building and managing your practice.
      • Posted by Community Manager
      • on February 12, 2008 4:27 PM EST
    • 85
    • 219
    • December 19, 2008 12:37 AM EST Matthew

    • Software

      Find how your peers rate the latest financial software.
      • Posted by Community Manager
      • on February 12, 2008 4:25 PM EST
      • Edited on February 12, 2008 4:25 PM EST
    • 1718
    • 6679
    • January 7, 2009 4:34 PM EST planrman

    • Tax

      Trade tactics to help ease clients income, estate, capital gains and other taxes.
      • Posted by Community Manager
      • on February 12, 2008 4:24 PM EST
    • 1674
    • 7223
    • December 24, 2008 2:10 PM EST David Woods

    • Job Board

      Post your job openings here.
      • Posted by Community Manager
      • on April 16, 2008 1:59 PM EDT
      • Edited on April 16, 2008 2:08 PM EDT
    • 17
    • 29
    • January 7, 2009 8:18 PM EST finadvnj

    • Community News and Chatter

      Find out what's new on the discussion board.
      • Posted by Community Manager
      • on May 1, 2008 11:26 AM EDT
      • Edited on May 1, 2008 11:36 AM EDT
    • 26
    • 36
    • January 1, 2009 6:39 PM EST JSFA

Article Discussions

  • Forums
  • Topics
  • Posts
  • Last Post

    • Articles

      Explore our rich collection of content by joining the discussion about particular articles here.
      • Posted by Community Manager
      • on January 31, 2008 12:27 PM EST
      • Edited on February 14, 2008 11:53 AM EST
    • 126
    • 417
    • January 7, 2009 8:04 AM EST John L. Olsen, CLU,ChFC, AEP