8/3/22:Compliance: Common reasons for DOLPTE Not in Good Order submissions. Product: Updates from Virtus, Lord Abbett, and Transamerica. Spotlight on Success videos. Presentation by DAR Financial Planning Department Peri Notes: Click here to download the PDF Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 2 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 10/5/2022: Compliance – Document Integrity and Investment Analysis Documentation Product – Upcoming Cambridge sponsored webinars Presentation by PreciseFP Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Oct 11 views 9/28/22: Compliance – A Review of Major Topics from Ignite Product – New Pacific Oak offering approved Presentation by Client4Life Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Sep 18 views 9/14/22: Compliance: Firm Element updates Product: Fee for Service Tutorial and RightBridge Investment Tool Presentation by DWS on LinkedIn prospecting and PortfolioIQ Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Sep 7 views 9/7/22: Compliance :Positions of Trust and BIA reminder. Product: New eSignature company added and Ignite Agenda. Presentation by HealthView Services Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Sep 5 views 8/31/22: Compliance: DOLPTE Reminders and Trusted Contact. Product: CLIC New Dashboard and upcoming webinars. Presentation by Client Solutions on Bamboo Marketing Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 4 views 8/24/22: Compliance – Firm Element, BIA best practices, and email encryption reminder Product – New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 5 views 8/17/2022: Introduction of our newest supervision team member. Compliance: SEC Marketing Rule updates & reminder about compliant texting. Presentation on Duncan Walsh Advisors Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 5 views 8/10/22: Compliance – Upcoming SEC Marketing Rule. Product – Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 3 views 7/27/2022: Compliance: Reminder about PST’s and logging them in RegEd Product: New Pac Life VA and updates to MarketCentral Presentation by Sierra Investments. Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jul 1 views 7/20/22: Updates: BIA CLIC error and new Cambridge Recruiting bonus. Compliance: Trade Review Best Practices and Reminder about U4 Amendments. Presentation by Bluerock Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jul 5 views «12345»Page 2 of 5
