1/13/21 Rep Call: Compliance year in review Part 1 and making the most of taking great meeting notes with Mobile Assistant. Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls - 2021 Jan 1 views You may also like 2/2/2022: Mobile App enhancements, Wealthport Paperwork updates, a new Custodian has been launched, and a recap of DWA’s 4th quarter performance with market outlook 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb 1/26/22: Enhancements to AdvicePay, new Athene RILA hits the market, and a presentation by NexPoint 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/19/2022: Correspondence reminders, a new Cambridge Source offering, and a presentation by Horizon Investments 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/12/2022: Update to ACH usage in Financial Plans and a Year In Review presentation from your Supervision Team 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 12/15/2021: Important Compliance reminders about Form CRS and Trusted Contact, update on Windows 11, and a presentation on Wealthbox CRM 8 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 12/8/2021: Compliance update on selling away, upcoming Cambridge webinars, and a presentation by Prudential 8 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 12/1/2021: Adview Reminders, new CLIC eSignature options, and a presentation from the Duncan Financial Group BGA 7 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 11/17/2021: End of year compliance reminders to complete now, an important Cambridge webinar to view, and a presentation on Social Security by Franklin Templeton 7 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Nov 11/10/2021: Compliance updates on 2022 registration fees, when to disclose PPP loans, and a presentation on DWA portfolios. 5 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Nov «12345…8»Page 3 of 8
