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 9/25/2024: Compliance: Teleconference Screen Sharing and QR code Disclosures. Business: Cambridge Technology Enhancements and upcoming webinars. Spotlight on Success Presentation with Bluecap. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/11/2024: Compliance: copying & pasting best practices and performance reporting reminders. Business: Trial runs for AI technology, RPM 2025, and FP referral rewards. Spotlight on Success with Judi Griffin. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 9/4/2024:Compliance: Email encryption reminders and Missouri ESG changes. Business: FSI Open Enrollment and New Technology Enhancements. Presentation by DAR BGA. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 8/28/2024:Compliance: Off Channel Communication, Device inventory, and buffered ETFs. Business: Ignite thoughts and Do note bill changes. Presentation by Duncan Walsh Advisors. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/14/2024:Compliance – OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business – AI tools webinar recording. Presentation by the Church brothers. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/9/2024: A Special DAR webinar with EncorEstate 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 8/1/2024: A Special DAR webinar with FS Investments 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Aug 7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul 1234»Page 1 of 4
