04/29/26 Compliance: Smarsh Monitoring for Teams, Phishing Campaign; Business: Contrafirm Awareness Table, Updates in Indy, Referral Bonus Reminder; Presentation: Road to Innovate: Reflecting on 2025 Peri Notes: Click here to download the PDF Compliance: Smarsh Monitoring for TeamsPhishing Campaign Business: Contrafirm Awareness TableUpdates in IndyReferral Bonus ReminderCambridge Ignite Presentation: Road to Innovate: Reflecting on 2025 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Apr You may also like 49:41 01/21/26 Compliance: Tax Time Resources, Trusted Contact Changes; Business: CIR Conference Recognition Updates, 2027 Cambridge Recognition Event Qualification Levels, CIRStatements Training; Presentation: Special Advisor Growth Panel with Julie and Rick 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan 42:12 01/14/26 Compliance: Online 2025 1099 Forms, Knowledge Center University; Business: Final Reminder – Perhsing Money Changes, Advanced Planning Webinar; Presentation: Anatomy of a Recession with Matt and Victor 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan 56:46 01/07/26 DAR Enterprise Year in Review – What worked in 2025 and what needs help in 2026 with DAR team members Larry, Thomas, Catherine (CJ), Dennis and Adam. 2views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan «123Page 3 of 3
