Welcome to the discussion forums at AdvisorMax, the place to connect with and learn from fellow financial planners.

AdvisorMax offers these discussions to share knowledge, seek answers from experienced peers, learn about the industry,
its standards and expectations, and how to grow financial planning careers and businesses.

A Professional Exchange

AdvisorMax discussions are a professional exchange and as such professional behavior is expected. Be aware that AdvisorMax demands authenticity. When you post a message, your real name will appear.

Discussion Rules

Your contributions sharing your experience and adding insight from your unique perspective are invited and welcomed. Before contributing to a discussion we simply ask you please:

• Spend a little time reading existing posts to catch up on conversations to date and
• Read the GUIDELINES carefully.

If you have any questions about the forums, please email the AdvisorMax Discussions Manager. For technical issues, please contact customer service at custserv@sourcemedia.com or 1-800-221-1809.

Areas of Discussion

There are three main areas of discussion:

• Practice
• Clients
• Portfolio

If you are starting a discussion, please start the topic in the area most closely related to your topic.

The other areas of the AdvisorMax Discussions are:

• Articles: Article discussions can be started about selected articles on AdvisorMax. To create an article discussion,
  click on the "discuss" link on the article page.
  
  
• Expert Forums: AdvisorMax invites experts to share their knowledge with our members for 2-week forums, during which they will answer questions directly from members on a specific topic. Check the AdvisorMax Live Calendar for current and forthcoming expert discussions. Expert forums may not be started by AdvisorMax.com members. If you are interested in becoming one of our experts, please contact the editors.

Your Discussion Hosts

The discussions are moderated by some of the industry's leading professionals The AdvisorMax Discussion Hosts will drop in daily to make sure your questions are being answered and to furnish additional insight.

We're always interested in hearing from experienced financial planners with an interest in bringing unique expertise to the discussions in the host role. If you are interested in becoming a host, please contact the AdvisorMax Discussions Manager.

Using the Discussions

The discussions forums should be simple to use and if not we want to hear about it.

• Replying to an Existing Post
  Simply hit the POST REPLY button and a window opens to write your contribution.
  
  Please review your message carefully for clear expression, content, and appropriateness before submitting.
  
  
• Starting a New Topic
  Before doing so please take a moment to consider whether the topic you plan to start is discussed elsewhere. If not, then go ahead. Please start your Topic name with a Capital letter and make the subject line clear and compelling.
  
  
• Watching the Forum
  When you visit the forums a green check mark indicates new posts since your last visit. See the key at the foot of the page within a particular forum for other symbols to assist efficient discussion reading.
  
  
• Creating a Profile
  You have the option of creating a profile with a signature, by clicking on the "my profile" link at the bottom of any discussions page.

For More Information

If your question about participating in AdvisorMax Discussions is not answered here please contact the AdvisorMax Discussions Manager.

Thank you for your contribution to a valuable conversation about the financial planning business on AdvisorMax.com.