Advanced Planning Training, Facts Part 1 Peri 1 views You may also like Cambridge Social Media Presentation 2023 2 views Social Media Real Practice Management Presentation 2023 2 views Practice Management DWA 3rd Quarter 2023 Review 2 views DWA - Research ChatGPT from CreativeOne 2 views Practice Management ChatGPT by BC Partners 2 views Practice Management 11/15/2023: Compliance – It’s time to complete your 2024 Securities registration. Product – Big Changes to Nationwide Annuities and things to think about product wise in 2024. Presentation by BC Partners. 2 views Weekly Rep Calls – 2023,Weekly Rep Calls – 2023 Nov 11/8/2023: Compliance – How to log into duncanar.com and getting your FINRA CE completed. Product – Part 2 of the Amy Webber interview is live. Presentation by Duncan Walsh Advisors. 3 views Weekly Rep Calls – 2023,Weekly Rep Calls – 2023 Nov 11/1/2023: Compliance: ACQ, ACM, and FINRA CE. Changes to Cambridge policy for FINRA registration when you only have advisory clients. Product: Amy Webber interview is up and changes to DWA. A presentation by HRC Financial Group 2 views Weekly Rep Calls – 2023,Weekly Rep Calls – 2023 Nov September Compliance Minute 2023 5 views Monthly Compliance Minute,Monthly Compliance Minute - 2023 August Compliance Minute 2023 3 views Monthly Compliance Minute,Monthly Compliance Minute - 2023 «123456…23»Page 4 of 23