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 Peri Notes: Click here to download the PDF 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 Business: Special DAR Webinar Thursday Reminder, Roadmap to Revenue 2nd Half 2025 Presentation: Lincoln Financial Group Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 Jun 1 views You may also like 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 41:14 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 1 views Weekly Rep Calls – 2025,Weekly Rep Calls – 2025 May 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 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 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 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 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 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 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 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
