2/24/2021: Important updates on being a trustee and the latest DWA portfolio’s update Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Feb 2 views You may also like 11/3/2021: Compliance questionnaire reminder, CAAP updates, and a presentation by Collegiate Funding Solutions 6 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Nov 10/20/2021: Correspondence reminders, Cryptocurrency updates, Product ideas for SIMPLE plans, and a presentation on social media planning 5 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Oct 10/13/2021: Firm Element & Continuing webinars reminders, Low balance account liquidations, and a presentation by FMG Suite 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Oct 10/06/2021: Firm Element reminder, Best practices for client notes & CRM, and a presentation from CreativeOne 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Oct 9/29/2021: Compliance reminders on RILA’s and POA paperwork, Product updates, and a presentation on Cybersecurity from Cambridge 4 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 9/22/2021: Important business reminders as audits are ongoing, two new annuity income products, and a presentation from Cambridge on Practice Management’s RPM conference in 2022 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 9/15/2021: Firm Element updates, LIAM tools available, and a presentation from Sierra Investments 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 9/9/2021: Financial Planning paperwork reminder, new updates to WealthPort Plan & Propose, and a presentation by Federated Hermes 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 9/1/2021: CLIC trade review reminders, Wet signature requirements, and a presentation from JP Morgan Asset Management 2 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Sep 8/25/21: New OBA system goes live, two new value add vendors at Cambridge, and a presentation from the Duncan Brokerage General Agency. 3 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug «123456…8»Page 4 of 8
