11/20/2024: Compliance: Beneficial Ownership Information Requirement. Business: New CAAP options, CLIC Dashboard updates, and Texting Solutions upgrades. 2025 Business Planning Presentation Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Nov 1 views You may also like 45:03 12/18/2024: Compliance: End of the year housekeeping. Business: EncorEstate pricing change, new 3rd Party Tech page, and scheduling PM sessions in 2025. A Presentation by Bill Good Marketing. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Dec 49:54 12/11/2024 – Compliance: FBI Texting Bulletin and BOI update. Business: Righbridge update and CDFA discount. Presentation by Broadridge. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Dec 58:54 12/4/24 – Compliance: Registration renewals and keeping your U4 up to date. Business: More CLIC Dashboard updates and upcoming webinars. A presentation by Thomas Block 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Dec 11/13/2024: Compliance: Updates to Trusted Contact and BIA movement reasons. Business: CIRStatements enhancements and revenue session signups. Presentation by Duncan Walsh Advisors 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Nov 11/6/2024: Compliance – New Off Channel communication protocol. Business – Cyber Secure webinar series. Presentation by BlackRock 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Nov 10/30/2024: Compliance – Annuity Disclosure update and Webcapture Bypass. Business – Upcoming webinars and Practice Management Insights. Presentation by Neuberger Berman 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/23/2024: Compliance: Forms requiring OSJ approval and OBA complaints. Business: Referral bonus reminder and updates to Netx360 login experience. Presentation by TruChoice 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/16/2024: Compliance – End of year reminders for annual requirements. Business – iPipeline signature approvals, CyberSecurity webinars, and Hubly. Presentation by Lord Abbett 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/9/2024: Compliance: FIA Licensing Requirement and Annuity Paperwork Processing Business: Timeline 3EDGE. Introduction of Services presented by Ryan Connolly, Monica Chandra, and Fritz Foltz 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 10/02/2024: Compliance: DWA Updates, WealthPort Trading Program Launching Business: Navigating the Energy Sector for Tax Deductibility Today. Presentation by Nick White of US Energy 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Oct 123…5»Page 1 of 5
