3/21/2024: Compliance – Changes to FL suitability paperwork and E-mail Encryption updates. Practice Management – Upcoming Webinars and Business Plan updates. Presentation on Redtail Enhancements. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar 3 views You may also like 5/1/2024:Compliance: T+1 Settlement goes live in May. Business: Enhancements to WealthPort Plan & Propose and two upcoming webinars. Presentation by Duncan Walsh Advisors. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May 4/25/2024: Compliance: Updated CISF forms, promissory language, and licensing updates. Business: Ignite 2024 registration and EncoreEstate. Presentation by Jackson 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr 4/17/2024: Compliance: RegEd Enhancements, Docusign Blank forms. Business Development: 2 Upcoming Webinars and IRS RMD changes. Presentation by CIM Group 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr 4/10/2024: Compliance – Instagram Policy update, IAR CE 2024 update, and Sponsor Company Reimbursements. Business – Money Market Fund list, Personal CFO Program, and adding Cambridge Experts to your website. Presentation by Nationwide. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr 4/3/2024: Compliance – IAR CE Requirements for 2024 and Trusted Contacts. Presentation by SEI 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr 3/27/2024: Compliance: Check Trade Review regularly and upcoming Admin call reminder. Business: Referral Program update, ContraFirm Awareness Tool, and new NFS Bond tool. Presentation by TPFG 4 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar 3/6/2024: Compliance- Fee billing Non-Billed Accounts update Business- Cash & Cash Alternatives replay Presentation by Protective Annuities 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar 2/29/2024: Compliance – Direct Mutual Fund Policy update Business Development – Upcoming retirement webinar, CLIC Redtail integration, and GReminders Presentation by ACM 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 2/21/24:Compliance – NY CyberSecurity Regulation, Adview deadline approaching. Product – Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 2/14/2024: Compliance – Mutual Fund Conversions and Credit Card Payment changes. Product – New Financial Planning Engagement form update Presentation by TruChoice 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb 12»Page 1 of 2
