03/11/26 Compliance: Exciting Announcement: New Virtual Admin Team Member, Next Admin & Solo Practitioner Call; Business: New CAAP Service Experience Team, Duncan and Cambridge Estate Planning Webinar; Presentation: Road to Innovate: SWBC Investment Services

Notes: Click here to download the PDF

Compliance:
Exciting Announcement: New Virtual Admin Team Member
Next Admin & Solo Practitioner Call

Business:
CLIC and Zocks integration weekly office hours
Sneak Preview – Client Management in CLIC Workstation
New CAAP Service Experience Team
Duncan and Cambridge Estate Planning Webinar

Presentation:
Road to Innovate: SWBC Investment Services

2views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Mar

You may also like

04/22/26 Compliance: AI Precheck in RegEd Communications Review; Business: NEW MyRepChat Updates, Financial Planning - CLIC Advisor Updates; Presentation: Road to Innovate: Pacer
45:54
04/22/26 Compliance: AI Precheck in RegEd Communications Review; Business: NEW MyRepChat Updates, Financial Planning – CLIC Advisor Updates; Presentation: Road to Innovate: Pacer
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Apr
04/15/26 Compliance: Updates to E&O coverage, Cambridge focal points; Business: Snappy Kraken Integration Update, CLIC Client Two Factor Authentication, Designation Discounts; Presentation: Road to Innovate: Protective
04/15/26 Compliance: Updates to E&O coverage, Cambridge focal points; Business: Snappy Kraken Integration Update, CLIC Client Two Factor Authentication, Designation Discounts; Presentation: Road to Innovate: Protective
0views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Apr
04/08/26 Compliance: Gift Limit Amendment, Account Periodic; Business: Pershing: Immediate Action Required, Update of PIPs in NFS, Access to Morningstar Annuity Tool; Presentation: Road to Innovate: SEI
04/08/26 Compliance: Gift Limit Amendment, Account Periodic; Business: Pershing: Immediate Action Required, Update of PIPs in NFS, Access to Morningstar Annuity Tool; Presentation: Road to Innovate: SEI
0views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Apr
Connections Call 04/01/26 Compliance: Admin & Solo Practitioner Call recording available, Financial Planning Guide; Presentation: Road to Innovate: First Trust with Eric
Connections Call 04/01/26 Compliance: Admin & Solo Practitioner Call recording available, Financial Planning Guide; Presentation: Road to Innovate: First Trust with Eric
0views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Apr
03/25/26 Compliance: Admin & Solo Call, Annual Letter Mailing; Business: A Greg Hicks Tech Tip, Pershing Users - One Time Passcode Update; Presentation: Road to Innovate: TruChoice with Chris
46:18
03/25/26 Compliance: Admin & Solo Call, Annual Letter Mailing; Business: A Greg Hicks Tech Tip, Pershing Users – One Time Passcode Update; Presentation: Road to Innovate: TruChoice with Chris
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Mar
03/18/26 Compliance: Cryptocurrency Training, Admin & Solo Practitioner Call; Business: New Client Resources Addressing Market Volatility and Headlines, Upcoming Community of Women Webinar; Presentation: Road to Innovate: Columbia Threadneedle with Andrew
45:21
03/18/26 Compliance: Cryptocurrency Training, Admin & Solo Practitioner Call; Business: New Client Resources Addressing Market Volatility and Headlines, Upcoming Community of Women Webinar; Presentation: Road to Innovate: Columbia Threadneedle with Andrew
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Mar
03/04/26 Compliance: Death of a Client Guidance, Annuity Guidance; Business: Registered for Innovate? Tell LinkedIn!, FamVault; Presentation: Road to Innovate: Dylan from Jackson
46:17
03/04/26 Compliance: Death of a Client Guidance, Annuity Guidance; Business: Registered for Innovate? Tell LinkedIn!, FamVault; Presentation: Road to Innovate: Dylan from Jackson
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Mar
02/25/26 Compliance: Private Investment Form Update, Upcoming Change: 529 Beneficiary Information for Direct Plans, Alternative Investment Tips; Business: Upcoming Webinar – 7 Ideas to Manage RMD Rules, Bundled Technology Support Packages Coming Soon, New Zocks/CLIC Integration; Presentation: Breached: Identity Theft with Steve from Prudential
48:29
02/25/26 Compliance: Private Investment Form Update, Upcoming Change: 529 Beneficiary Information for Direct Plans, Alternative Investment Tips; Business: Upcoming Webinar – 7 Ideas to Manage RMD Rules, Bundled Technology Support Packages Coming Soon, New Zocks/CLIC Integration; Presentation: Breached: Identity Theft with Steve from Prudential
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Feb
02/18/26 Compliance: Updated Complex Product Concentrations, New DocuSign Experience - Encryption Requirements; Business: Innovate Registration LIVE, Your Digital Strategy; Presentation: Cambridge Private Client Solutions with Jeff and Janey
02/18/26 Compliance: Updated Complex Product Concentrations, New DocuSign Experience – Encryption Requirements; Business: Innovate Registration LIVE, Your Digital Strategy; Presentation: Cambridge Private Client Solutions with Jeff and Janey
0views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Feb
02/11/26 Compliance: Important Reminder Regarding Proposal and Analysis Tools, Forms Requiring Supervision: Updated List; Business: DWA Models Updated, Get Paid – Check Qualified Comp Report; Presentation: Duncan Brokerage General Agency with Robb and Jon
48:48
02/11/26 Compliance: Important Reminder Regarding Proposal and Analysis Tools, Forms Requiring Supervision: Updated List; Business: DWA Models Updated, Get Paid – Check Qualified Comp Report; Presentation: Duncan Brokerage General Agency with Robb and Jon
1views
Weekly Rep Calls – 2026,
Weekly Rep Calls – 2026 Feb
12
Page 1 of 2