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. Peri Notes: Click here to download the PDF 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb You may also like 44:01 2/19/2025:Compliance: BIA & RightBridge Best Practices. Business: CIRStatements update coming soon. Presentation by Equitable. 3views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 48:15 2/5/2025: Compliance: Communication Review Expiration Notices. Business: DAR on EncorEstate Webinar and New CIRStatements Preview. Presentation by Jackson National. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Feb 1:00:03 1/29/2025: Compliance – RegEd Advertising renewal emails. Business – Big CLIC Advisor updates. Presentation from the entire OSJ Team. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 49:42 1/22/2025: Compliance – Paperwork Status Monitor, Trusted Contact updates, and Proof of Services Delivered. Business – Checking your Qualified Compensation report. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 45:47 1/16/2025: Compliance – Staff email requirements and updated tax forms. Business – Innovate updates and the latest Dashboard updates. A presentation by Neuberger Berman. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan 48:04 1/9/2025: First Connections Call of 2025. A quick recap of 2024 and noteworthy 2025 items. 1views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jan «123Page 3 of 3
