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User Videos
226 videos found
2/21/24:Compliance – NY CyberSecurity Regulation, Adview deadline approaching. Product – Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital
1 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Feb
January Compliance Minute 2024
1 views
Monthly Compliance Minute
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Monthly Compliance Minute – 2024
December Compliance Minute 2023
2 views
Monthly Compliance Minute
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Monthly Compliance Minute - 2023
2/14/2024: Compliance – Mutual Fund Conversions and Credit Card Payment changes. Product – New Financial Planning Engagement form update Presentation by TruChoice
2 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Feb
2/7/24: Compliance – PreciseFP Advertising Review and RegEd Cryptocurrency guide. Product – CAAP and form updates. Presentation by Duncan Walsh Advisors.
4 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Feb
1/31/2024: Compliance – Communication Review Module. Product – New Annuity Academy at Cambridge and changes to Cambridge recommended list. Presentation by Precise FP
2 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jan
1/24/2024: Compliance – Tax Mailing Dates and updated on Form CRS for websites. Presentation by Asset-Map
4 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jan
1/17/2024: Compliance: BitCoin updates and form CRS requirements Product: RILA and FIA best practices and doing more Financial Planning. Presentation by Ascensus
2 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jan
DAR Admin Solo Call 1/9/2024
2 views
Admin & Solo Practitioner Calls
1/10/2024: DAR Enterprise Year In Review
1 views
Weekly Rep Calls – 2024
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Weekly Rep Calls – 2024 Jan
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