09/17/25 – Grant and Sean from Orion Peri Notes: Click here to download the PDF Compliance: Net Investable AssetsSensitive vs Secure/Encrypt Business: OBBBA White Paper from JacksonMonthly Updates on WoveBento EngineCAAP News – American Funds Tax-Aware Strategy Changes Presentation: Grant and Sean from Orion 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Sep You may also like 53:14 12/17/25 Compliance: Documentation and OSJ Tips, Business: 2026 Tax Numbers, New CAAP options – New WealthPort Forms, Numerous Changes at NFS/FCCS, FireLight is LIVE for Direct Annuity Submissions Presentation: Kristen from Cambridge’s Real Practice Management 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Dec 12/10/25 Business: Compliance Item RegEd Advertising and Conditional Approval, Cambridge Technology Advisory Council, Latest CIRStatements Improvements; Presentation: Pietro LaGreca from Snappy Kraken; SAVE THE DATE FOR INNOVATE! 0views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Dec 54:34 12/03/25 – Compliance: Firelight & Document Supervision Launch, E&O Adjustment Change; Business: Technology & Pershing Money Update, Cambridge Referral Bonus Reminder; Presentation: Elise from FMG 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Dec 53:07 11/19/25 – Compliance: Mutual Fund Share Class Conversion Fourth Quarter 2025 Iteration, Holiday and Greeting Card Policy Update; Business: Donor Advised Funds Reminder, Holiday Cards in MarketCentral; Presentation: 2026 Business Planning with Larry Q 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov 1:05:48 11/12/25 – Compliance: Annual Registration Renewal, Keeping U4’s and OBA’s Current; Business: Year End Reminders for Brokerage Accounts, CIRStatements Webinar; Presentation: DWA Quarterly Review with Tom and Dave 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov 50:16 11/05/25 – Compliance: Team Oak Virtual Connect Reminder; Business: CLIC Workshop and Indy Launching, Latest on Firelight; Presentation: ACM with Ken Capitalizing on the SDBA Market in 2026 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Nov 49:12 10/29/25 – Compliance: Firm Element, Annuity Withdrawal Additional Information Request, Team Oak; Business: RPM Coaching Program Enrollment, CRC Designation Discount, Must Register Webinar; Presentation: Cameron from Cambridge on Protecting Your Investment Accounts from AI Fraud 0views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Oct 43:36 10/22/25 – DAR Brokerage General Agency with Robb, Jon and Joseph 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Oct 57:52 10/15/25 – Zocks: Powering Up Your Practice Efficiency with Sydney 2views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Oct 1:00:55 10/08/25 – One Step Ahead with Kelly Chapple from Eagle Life 0views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Oct 123…5»Page 1 of 5
