5/28/25 – Compliance: Account Roles (Trusted Contact, POA, etc.) Business: Ignite Registration Reminder, CPE’s from Protective, Jackson Launches MLP 3, State of Succession Webinar Presentation: Nationwide

Notes: Click here to download the PDF

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

You may also like

6/11/25 – Compliance: Annuity Disclosure Updates Business: New CLIC Dashboard Enhancements DWA 1st Quarter Updates Cambridge Source Cybersecurity The Importance of Succession Planning Presentation: Ategenos
47:21
6/11/25 – Compliance: Annuity Disclosure Updates Business: New CLIC Dashboard Enhancements DWA 1st Quarter Updates Cambridge Source Cybersecurity The Importance of Succession Planning Presentation: Ategenos
2 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Jun
6/4/25 – Compliance: FCCS/NFS: “Click to Agree” eDelivery Email to Clients, Introducing the Something Wonderful Award, Pershing: Abandoned Property Management and Quarterly Transfer, Pershing Ancillary Fees and Ticket Charges, Fee Billing: Monthly Billing Review
36:33
6/4/25 – Compliance: FCCS/NFS: “Click to Agree” eDelivery Email to Clients, Introducing the Something Wonderful Award, Pershing: Abandoned Property Management and Quarterly Transfer, Pershing Ancillary Fees and Ticket Charges, Fee Billing: Monthly Billing Review
1 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 Jun
5/21/2025 – Compliance: Rightbridge Product Profiler, Trade Review Best Practices, Windows 10 Support Ending Business: Innovate Videos are LIVE, DWA Survey, Presentation by Pacer ETFs
50:39
5/21/2025 – Compliance: Rightbridge Product Profiler, Trade Review Best Practices, Windows 10 Support Ending Business: Innovate Videos are LIVE, DWA Survey, Presentation by Pacer ETFs
2 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 May
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
45:14
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
3 views
Weekly Rep Calls – 2025,
Weekly Rep Calls – 2025 May
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
123
Page 1 of 3