3/2/22: Reminder about Financial Planning changes, Cryptocurrency update, and a presentation by SEI Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Mar 13 views You may also like 11/10/2021: Compliance updates on 2022 registration fees, when to disclose PPP loans, and a presentation on DWA portfolios. 6 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Nov 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 «1…45678…10»Page 6 of 10
