1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 9 views You may also like 3/31/2021: The latest on the WealthPort/CMAP changes, updates to DWA Portfolios, and a presentation from Inland Securities 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar 3/24/2021:New products, changes to Wealthport, and a quarterly BGA update 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar 3/17/2021: Branch Annual Meeting details and a Investment Strategy by Columbia Threadneedle Investments 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar 3/10/2021: Sponsor updates, Securities registration reminder, and a CNL presentation 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar 3/3/2021: How to set up a DWA account and an update from FS Investments 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Mar 2/24/2021: Important updates on being a trustee and the latest DWA portfolio’s update 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb 2/17/2021: Cambridge Audit Alert updates, Transamerica annuity changes, and utilizing Cambridge Source 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb 2/10/2021: Hardcopy Correspondence reminders, the DAR website, and Jackson National update and sales tool 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb 2/3/2021: Rep Call: Business updates, PII reminders, and Rethinking the 40 in 60/40 from Victory Capital Mgmt. 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb 1/27/21 Rep Call: Best Interest reminders in CLIC, New CIR website coming soon, building your business through social media. 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls - 2021 Jan «1…78910»Page 9 of 10
