Menu

User Videos

227 videos found
10/19/2022: Compliance - SEC Market Rule and Reminders about Texting Product - Upcoming Branch Meeting Sponsors Presentation by MyRepChat
10/19/2022: Compliance – SEC Market Rule and Reminders about Texting Product – Upcoming Branch Meeting Sponsors Presentation by MyRepChat
17 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Oct
10/12/2022: Compliance - Firm Element & ACM updates Product - Work Address not needed and Year End education Presentation by Yourefolio
10/12/2022: Compliance – Firm Element & ACM updates Product – Work Address not needed and Year End education Presentation by Yourefolio
14 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Oct
10/5/2022: Compliance - Document Integrity and Investment Analysis Documentation Product - Upcoming Cambridge sponsored webinars Presentation by PreciseFP
10/5/2022: Compliance – Document Integrity and Investment Analysis Documentation Product – Upcoming Cambridge sponsored webinars Presentation by PreciseFP
12 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Oct
10/5/2022 - Precise FP demonstration
10/5/2022 – Precise FP demonstration
9 views
Practice Management
9/28/22: Compliance - A Review of Major Topics from Ignite Product - New Pacific Oak offering approved Presentation by Client4Life
9/28/22: Compliance – A Review of Major Topics from Ignite Product – New Pacific Oak offering approved Presentation by Client4Life
20 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Sep
9/28/2022 Presentation from Client 4 Life
9/28/2022 Presentation from Client 4 Life
7 views
Practice Management
9/14/22: Compliance: Firm Element updates Product: Fee for Service Tutorial and RightBridge Investment Tool Presentation by DWS on LinkedIn prospecting and PortfolioIQ
9/14/22: Compliance: Firm Element updates Product: Fee for Service Tutorial and RightBridge Investment Tool Presentation by DWS on LinkedIn prospecting and PortfolioIQ
8 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Sep
9/7/22: Learn how their online SS, Medicare, and Health planning tool work.
9/7/22: Learn how their online SS, Medicare, and Health planning tool work.
6 views
Practice Management
9/7/22: Compliance :Positions of Trust and BIA reminder. Product: New eSignature company added and Ignite Agenda. Presentation by HealthView Services
9/7/22: Compliance :Positions of Trust and BIA reminder. Product: New eSignature company added and Ignite Agenda. Presentation by HealthView Services
6 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Sep
8/31/22: Bamboo Marketing Presented by Client Solutions
8/31/22: Bamboo Marketing Presented by Client Solutions
5 views
Practice Management
1…1011121314…23
Page 12 of 23
Back To Top

Check out the background of firms and investment professionals on FINRA's BrokerCheck.

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.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against losses.

“Cambridge Approval #226235.”

Privacy Policy | Terms of Use

© 2021 Duncan Financial Group. All Rights Reserved. Designed by Apis Productions
Skip to content