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1/12/2022: Update to ACH usage in Financial Plans and a Year In Review presentation from your Supervision Team
1/12/2022: Update to ACH usage in Financial Plans and a Year In Review presentation from your Supervision Team
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan
8 views
1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management
1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan
8 views
12/15/2021: Wealthbox CRM
12/15/2021: Wealthbox CRM
Practice Management
1 views
12/15/2021: Important Compliance reminders about Form CRS and Trusted Contact, update on Windows 11, and a presentation on Wealthbox CRM
12/15/2021: Important Compliance reminders about Form CRS and Trusted Contact, update on Windows 11, and a presentation on Wealthbox CRM
Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Dec
7 views
12/8/2021: Compliance update on selling away, upcoming Cambridge webinars, and a presentation by Prudential
12/8/2021: Compliance update on selling away, upcoming Cambridge webinars, and a presentation by Prudential
Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Dec
7 views
12/1/2021: Adview Reminders, new CLIC eSignature options, and a presentation from the Duncan Financial Group BGA
12/1/2021: Adview Reminders, new CLIC eSignature options, and a presentation from the Duncan Financial Group BGA
Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Dec
6 views
12/2/2021: 2022 Business Planning Meeting
12/2/2021: 2022 Business Planning Meeting
Practice Management
0 views
11/3/2021 The Collegiate Funding Solution planning demonstration
11/3/2021 The Collegiate Funding Solution planning demonstration
Financial Planning
0 views
Dave Duncan and Tom Walsh give an overview of the 3rd Quarter and the DWA portfolios
Dave Duncan and Tom Walsh give an overview of the 3rd Quarter and the DWA portfolios
DWA - Research
7 views
11/17/2021: End of year compliance reminders to complete now, an important Cambridge webinar to view, and a presentation on Social Security by Franklin Templeton
11/17/2021: End of year compliance reminders to complete now, an important Cambridge webinar to view, and a presentation on Social Security by Franklin Templeton
Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Nov
6 views
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

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