9/11/2024: Compliance: copying & pasting best practices and performance reporting reminders. Business: Trial runs for AI technology, RPM 2025, and FP referral rewards. Spotlight on Success with Judi Griffin. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Sep 2 views You may also like 7/17/2024: Compliance – Reminder on where to file important notices in RegEd. Business – CLIC enhancement coming July 31 and upcoming webinars. Presentation by FMG. 3 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul 7/10/2024: Compliance: Marginal Tax rate update and Quarterly Admin Call. Business: Upcoming webinars to help your growth. Presentation by Cambridge on CLIC Dashboard. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jul 6/26/2024: Compliance – LinkedIn Activation and Encryption reminder. Business – Technology Audit season. Presentation by Cambridge WealthPort Trading. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jun 6/19/2024:Compliance: Hybrid location survey and E&O Coverage. Business: 1stQ Annuities report, Redtail enhancements, and DFA Funds changes. Presentation by First Trust. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jun 6/12/2024:Compliance – Hybrid locations survey and Annual CE reminder. Business – RPM 2025. Presentation by Prudential. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jun 6/5/2024: Compliance – Best Practices for Non-Conventional Alternative Funds and the 2025 Branch Meeting dates. Business – Upcoming webinars and 2024 Branch Meeting videos are up. Interview with Julie Snyder. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jun 5/29/2024: Compliance – T+1 Settlement goes live, onboarding new Admin, and deposits into new accounts. Business – US Drilling Fund 2024 and a Commission to Advisory assessment. Presentation by Cottonwood. 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May 5/22/2024: Compliance – Annuity and Alternative Investment Transactions and Secondary Market Transactions. Business – Best Practice – Managing Client Accounts During the Transfer Process and Upcoming Practice Management webinars. Presentation by Inland 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May 5/15/2024: Compliance – Hybrid/Virtual Work From Home Locations. Business – Practice Management webinars and an Ignite Reminder. Presentation by Peachtree 0 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May 5/8/2024: Compliance: Hybrid/Virtual work from home survey and quoting performance in emails. Business: Reviewing your advisory mix and upcoming DAR webinar. Presentation by Equitable. 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May «1234»Page 2 of 4
