04/07/2021: WealthPort changes upcoming, state licensing requirements, and a presentation by Pacer ETF’s Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr 1 views You may also like 8/18/21: Major announcements and updates about Financial Planning along with a presentation from The Pacific Financial Group 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug 8/11/2021: CMAP Account conversion, new marketing vendor, and a presentation by Voya Investments 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug 8/4/2021: CMAP conversion reminder deadline approaching, DWA update, and a presentation by First Trust Advisors 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug 7/28/2021: Great American Life webinar information, paperless delivery of tax documents, and a presentation by FS Investments 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul 7/21/2021: August 13th reminder, new RegEd OBA system preview, and a presentation by John Hancock 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul 7/14/2021: Identity Theft Best practices, WP/CMAP conversion updates, recruiting incentives, and a presentation by Inland 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul 7/7/2021: Upcoming important planning webinar, compliance reminders on CMAP prefix conversion, and a discussion on cryptocurrency 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul 6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital. 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments. 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun 6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun «1…345678»Page 5 of 8
