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228 videos found
August Compliance Minute 2023
August Compliance Minute 2023
3 views
Monthly Compliance Minute,
Monthly Compliance Minute - 2023
July Compliance Minute 2023
July Compliance Minute 2023
4 views
Monthly Compliance Minute,
Monthly Compliance Minute - 2023
10/25/2023:Compliance: New Blue Sky Laws flag from Cambridge and QPR Fee Disclosure Requirements. Presentation by CreativeOne
10/25/2023:Compliance: New Blue Sky Laws flag from Cambridge and QPR Fee Disclosure Requirements. Presentation by CreativeOne
3 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Oct
10/18/2023: Compliance - Google Business Profiles now approved and reminders about the Marketing Rule. Product - Alts One update and a plug for the Duncan BGA. Presentation by Cambridge Business Consulting.
10/18/2023: Compliance – Google Business Profiles now approved and reminders about the Marketing Rule. Product – Alts One update and a plug for the Duncan BGA. Presentation by Cambridge Business Consulting.
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Oct
10/11/2023: Compliance - FINRA CE and Required Cambridge trainings reminder. Product - New Alternatives spreadsheet now live. Presentation by Griffin Capital
10/11/2023: Compliance – FINRA CE and Required Cambridge trainings reminder. Product – New Alternatives spreadsheet now live. Presentation by Griffin Capital
3 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Oct
DAR Admin Solo Call 10/11/23
DAR Admin Solo Call 10/11/23
2 views
Admin & Solo Practitioner Calls
10/4/2023: Compliance: Compliant Communications Overview Product: Changes to CAAP, New Advisory Annuities, and upcoming Cambridge webinars. Presentation by Estate Guru
10/4/2023: Compliance: Compliant Communications Overview Product: Changes to CAAP, New Advisory Annuities, and upcoming Cambridge webinars. Presentation by Estate Guru
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Oct
9/27/23: Compliance and Product reviews from Ignite. A Presentation by YCharts
9/27/23: Compliance and Product reviews from Ignite. A Presentation by YCharts
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Sep
9/13/2023: Compliance - Part 2 of Communications Review with regards to Social Media. Product - How to buy physical precious metals for clients. Presentation on the updated Morningstar Annuity Intelligence Tool
9/13/2023: Compliance – Part 2 of Communications Review with regards to Social Media. Product – How to buy physical precious metals for clients. Presentation on the updated Morningstar Annuity Intelligence Tool
1 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Sep
9/6/2023: Communications Review Training
9/6/2023: Communications Review Training
2 views
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