1/9/2025: First Connections Call of 2025. A quick recap of 2024 and noteworthy 2025 items. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 1 views You may also like 35:12 4/23/2025 – Compliance: Regulatory and Compliance Training Requirements and Deadlines, CLIC Account Periodic Reminder / Business: WOVE is coming Monday, Market Volatility Resources at Cambridge, Last Call – Equitable Financial Planning Interest Meeting / Presentation: Inland 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 47:33 4/16/2025 – Compliance: Industry Calendar, and updates to the Compliance Minute & Solo/Admin Call. Business: Plan for Ignite, Cambridge Technology updates, and the Equitable Planning Academy. Presentation: Innovate recap. 2 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 47:30 4/9/2025 – Compliance: Communication Review Process Changes, Borrowing/Lending with Clients. Business: CLIC Advisor Spring Updates and Password Reset Ring Group. Presentation by FS Investments. 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 56:08 4/2/2025: Compliance: Review and adapt to compliance updates, including E&O coverage changes. Presentation by SEI: structured referral program, Growth Lab, platform for scalability and growth opportunities, factor investing strategies. 3 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Apr 49:34 3/19/2025: Compliance -The importance of understanding off channel communication. Business- New Registration for Pershing and discounted professional designations. A presentation by Lord Abbett. 3 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 47:47 3/12/2025: Compliance – Survey coming soon and fingerprinting for all persons. Business – Wove delayed, Morningstar SDBA approved, and FICA is now KEEP. Presentation by T. Rowe Price. 4 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:48 3/5/2025: Compliance: Branch Reviews and Upcoming Survey. Business: CAAP updates, Equitable Trail Changes, and a Practice Management Tip. Presentation by Protective. 2 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Mar 45:26 2/27/2025: Compliance: Increased Phishing attempts, CLIC account Periodic reminders, and 3rd party vendor site on cir2.com. Business: Upcoming webinars, CIRStatements training reminder for wove, and CLIC Dashboard trainings. Presentation by TPFG. 2 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 44:01 2/19/2025:Compliance: BIA & RightBridge Best Practices. Business: CIRStatements update coming soon. Presentation by Equitable. 2 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 55:07 2/12/2025: Compliance – Communication Review Expiration notices and Wealthscape app enhancement. Business – Upgrades to CIRStatements and webinar’s coming soon and other Cambridge Tech updates. Presentation by Duncan Walsh Advisors. 3 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 12»Page 1 of 2
