05/06/26 Compliance: Demo of the New AI Advertising Tool; Business: Tech Access/Changes: eSignature, MFA, Contrafirm Awareness, CRC, Upcoming Webinars; Presentation: Road to Innovate: The Pacific Financial Group (TPFG) Peri Notes: Click here to download the PDF Compliance: Demo of the new AI Advertising Tool Business: Snappy Kraken Campaign Compliance ReplayTech Access/Changes: eSignature, MFA, Contrafirm Awareness, CRCUpcoming Webinars Presentation: Road to Innovate: The Pacific Financial Group (TPFG) 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 May You may also like 58:44 02/04/26 Compliance: Delegation of Signing Authority for Financial Professionals at AssetMark, Complete Outstanding KCU Requirements; Business: New Tax and RMD Handouts, New Accordant Interval Fund approved; Presentation: 4th Quarter Review and 2026 Outlook 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Feb 55:12 01/28/26 Technology Demo Segment: How to Use The Secure Vault; Business: Office Solutions Workshop, Invest in Others Awards; Presentation: Special Advisor Growth Panel with Gary and Jesse 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jan 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
