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 2 views You may also like 5/26/2021: Important CMAP/WP reminder, CAAP updates, and a presentation by Advisors Capital Management 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/19/2021:Compliance reminders, Product updates from DWA and CIR, and a presentation by Greenbacker Capital 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/12/2021:Big compliance reminders, change in WealthPort/CMAP interim billing, and a presentation by Bluerock 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 5/05/2021: ESG investing help, Setting important calendar reminders, and a presentation from Griffin Capital 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 May 4/28/2021: Interval fund update, WealthPort models recommendation, WealthPort/CMAP fee billing reminder, and a presentation by EveryIncome 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr 4/21/2021: Details of the newest fee-based VA/VUL/FIA offerings and a best of practice management recap topics 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr 4/14/2021: New CAAP/SMA portfolios, Important forms update, and a presentation from Transamerica 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr 04/07/2021: WealthPort changes upcoming, state licensing requirements, and a presentation by Pacer ETF’s 1 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Apr 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 «1…45678»Page 6 of 8
