06/03/26 Compliance: Best Interest Analysis Form Tips; Business: Succession Planning Quiz, New Quarterly AI Practice Management Connections Call, Major Updates to FireLight; Presentation: DAR Financial Planning Team Peri Notes: Click here to download the PDF Compliance: Best Interest Analysis Form Tips Business: CLIC Workstation – Client ManagementCLIC Workstation – Business AnalyticsSuccession Planning QuizNew Quarterly AI Practice Management Connections CallMajor Updates to FireLight Presentation: DAR Financial Planning Team 1views Weekly Rep Calls – 2026,Weekly Rep Calls – 2026 Jun 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 «1234Page 4 of 4
