5/14/2025 – Compliance: Upcoming BIA Form Revisions / Business: Practice Management 101 – Wealthport, Program Fees and Householding, New NFS/Fidelity Portfolio Quick Check, New Digital Experience Team, Ignite Conference Credits, Cambridge iCapital Alternatives Platforms / Presentation: Federated Hermes

Notes: Click here to download the PDF

Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 May
1 views

You may also like

5/7/2025 – Compliance: Common Email Review Violations / Business: Book of Business Review – Annuities, June State of Succession Webinar, Update on Cambridge Referral Rewards / Presentation: Principal
45:14
5/7/2025 – Compliance: Common Email Review Violations / Business: Book of Business Review – Annuities, June State of Succession Webinar, Update on Cambridge Referral Rewards / Presentation: Principal
1 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 May
4/30/2025 – Compliance: Understanding Best Interest Analysis Form Section 7: Fees / Business: Ignite Registration is Open, WOVE is Online, GrowthTech Summit, The Importance of a Succession Plan, BNY Annual Conference – INSITE / Presentation: Pershing-BNY Wealth
43:45
4/30/2025 – Compliance: Understanding Best Interest Analysis Form Section 7: Fees / Business: Ignite Registration is Open, WOVE is Online, GrowthTech Summit, The Importance of a Succession Plan, BNY Annual Conference – INSITE / Presentation: Pershing-BNY Wealth
1 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Apr
4/23/2025 – Compliance: Regulatory and Compliance Training Requirements and Deadlines, CLIC Account Periodic Reminder / Business: WOVE is coming Monday, Market Volatility Resources at Cambridge, Last Call - Equitable Financial Planning Interest Meeting / Presentation: Inland
35:12
4/23/2025 – Compliance: Regulatory and Compliance Training Requirements and Deadlines, CLIC Account Periodic Reminder / Business: WOVE is coming Monday, Market Volatility Resources at Cambridge, Last Call – Equitable Financial Planning Interest Meeting / Presentation: Inland
1 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Apr
4/16/2025 - Compliance: Industry Calendar, and updates to the Compliance Minute & Solo/Admin Call. Business: Plan for Ignite, Cambridge Technology updates, and the Equitable Planning Academy. Presentation: Innovate recap.
47:33
4/16/2025 – Compliance: Industry Calendar, and updates to the Compliance Minute & Solo/Admin Call. Business: Plan for Ignite, Cambridge Technology updates, and the Equitable Planning Academy. Presentation: Innovate recap.
2 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Apr
4/9/2025 - Compliance: Communication Review Process Changes, Borrowing/Lending with Clients. Business: CLIC Advisor Spring Updates and Password Reset Ring Group. Presentation by FS Investments.
47:30
4/9/2025 – Compliance: Communication Review Process Changes, Borrowing/Lending with Clients. Business: CLIC Advisor Spring Updates and Password Reset Ring Group. Presentation by FS Investments.
1 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Apr
4/2/2025: Compliance: Review and adapt to compliance updates, including E&O coverage changes. Presentation by SEI: structured referral program, Growth Lab, platform for scalability and growth opportunities, factor investing strategies.
56:08
4/2/2025: Compliance: Review and adapt to compliance updates, including E&O coverage changes. Presentation by SEI: structured referral program, Growth Lab, platform for scalability and growth opportunities, factor investing strategies.
3 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Apr
3/19/2025: Compliance -The importance of understanding off channel communication. Business- New Registration for Pershing and discounted professional designations. A presentation by Lord Abbett.
49:34
3/19/2025: Compliance -The importance of understanding off channel communication. Business- New Registration for Pershing and discounted professional designations. A presentation by Lord Abbett.
3 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Mar
3/12/2025: Compliance - Survey coming soon and fingerprinting for all persons. Business - Wove delayed, Morningstar SDBA approved, and FICA is now KEEP. Presentation by T. Rowe Price.
47:47
3/12/2025: Compliance – Survey coming soon and fingerprinting for all persons. Business – Wove delayed, Morningstar SDBA approved, and FICA is now KEEP. Presentation by T. Rowe Price.
4 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Mar
3/5/2025: Compliance: Branch Reviews and Upcoming Survey. Business: CAAP updates, Equitable Trail Changes, and a Practice Management Tip. Presentation by Protective.
45:48
3/5/2025: Compliance: Branch Reviews and Upcoming Survey. Business: CAAP updates, Equitable Trail Changes, and a Practice Management Tip. Presentation by Protective.
2 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Mar
2/27/2025: Compliance: Increased Phishing attempts, CLIC account Periodic reminders, and 3rd party vendor site on cir2.com. Business: Upcoming webinars, CIRStatements training reminder for wove, and CLIC Dashboard trainings. Presentation by TPFG.
45:26
2/27/2025: Compliance: Increased Phishing attempts, CLIC account Periodic reminders, and 3rd party vendor site on cir2.com. Business: Upcoming webinars, CIRStatements training reminder for wove, and CLIC Dashboard trainings. Presentation by TPFG.
2 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Feb
12
Page 1 of 2