10/06/2021: Firm Element reminder, Best practices for client notes & CRM, and a presentation from CreativeOne Peri Notes: Click here to download the PDF Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Oct 1 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 6/29/2022: Cambridge – Updates to new Technology fee and Digital Transformation. Compliance – DOL PTE implementation June 30th. Product – Two new Traditional Alternative’s added. Presentation by Apollo Global Management Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 6 views 6/22/2022: Compliance – Reminder about DOL PTE effective June 30th. Product – Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 2 views 6/15/2022: Compliance: DOL PTE reminders, Rights of Reinstatement reminder Product: Cambridge Ignite and updates to the Wealthport Daily Trade suppression. A presentation from Inland Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 4 views 6/8/2022: Compliance: Reminder about DOL PTE enforcement at month end and RightBridge going live. Product: New SMA’s added to WealthPort, paperwork updates, and a “sizzling” video. Presentation by FS Investments. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 26 views 6/1/2022: Compliance: DOL PTE updates and E&O updated pricing. Product: Upcoming webinar about cash investing and Ivy Funds changes Presentation by First Trust. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun 26 views 5/25/2022: Compliance – Critical updates around DOL PTE and upcoming trainings and updates to the VAD/EAID Product – OneAmerica repricing Care Solutions lower and upcoming webinars Presentation by City National Rochdale Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May 24 views 5/18/2022: Compliance – Rightbridge updates and changes to source of funds requirements for mobile deposits. Product – New Transamerica RILA and Cambridge Connect Conference. Presentation by CreativeOne Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May 26 views 5/11/2022: Compliance updates around SEC’s Marketing Rule, Form CRS delivery, and Email security reminder. Product updates around Annuity Income Rider changes and three great webinars coming up. A presentation by our DAR Brokerage General Agency. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May 19 views 5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors. Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May 17 views 4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Apr 16 views 123…8»Page 1 of 8
