4/26/2023: Compliance: RightBridge and Annuity Disclosure updates. Tax documents and Correspondence best practices. Product: Two great webinars coming up and Branch Meeting videos. Presentation by CION Investments Peri Notes: Click here to download the PDF Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Apr 1 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 12/6/2023: Compliance – End of year housekeeping. Product – Annuities to consider in 2024 and DWA fund change. Presentation by Bill Good Marketing Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Dec 1 views 11/29/2023: Compliance – FINRA CE requirements and accepting client instructions via email. Product – Bamboo Marketing update, two webinars, and cashiering best practices. Presentation by Capital Group Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Nov 1 views 11/22/2023: 2024 Business Planning Session Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Nov 0 views 11/15/2023: Compliance – It’s time to complete your 2024 Securities registration. Product – Big Changes to Nationwide Annuities and things to think about product wise in 2024. Presentation by BC Partners. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Nov 1 views 11/8/2023: Compliance – How to log into duncanar.com and getting your FINRA CE completed. Product – Part 2 of the Amy Webber interview is live. Presentation by Duncan Walsh Advisors. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Nov 2 views 11/1/2023: Compliance: ACQ, ACM, and FINRA CE. Changes to Cambridge policy for FINRA registration when you only have advisory clients. Product: Amy Webber interview is up and changes to DWA. A presentation by HRC Financial Group Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Nov 1 views 10/25/2023:Compliance: New Blue Sky Laws flag from Cambridge and QPR Fee Disclosure Requirements. Presentation by CreativeOne Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Oct 1 views 10/18/2023: Compliance – Google Business Profiles now approved and reminders about the Marketing Rule. Product – Alts One update and a plug for the Duncan BGA. Presentation by Cambridge Business Consulting. Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Oct 1 views 10/11/2023: Compliance – FINRA CE and Required Cambridge trainings reminder. Product – New Alternatives spreadsheet now live. Presentation by Griffin Capital Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Oct 2 views 10/4/2023: Compliance: Compliant Communications Overview Product: Changes to CAAP, New Advisory Annuities, and upcoming Cambridge webinars. Presentation by Estate Guru Weekly Rep Calls – 2023, Weekly Rep Calls – 2023 Oct 1 views 123…5»Page 1 of 5
