Menu

Weekly Rep Calls – 2022

← All Categories

12/14/22: Compliance - Address changes at Cambridge. Product - Recruiting bonus and new business management resources page. A presentation from CreativeOne
12/14/22: Compliance – Address changes at Cambridge. Product – Recruiting bonus and new business management resources page. A presentation from CreativeOne
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Dec
24 views
12/7/22: Compliance - Year end reminders and case attachments in Trade Review Product - Continuity Express Presentation by FS Investments
12/7/22: Compliance – Year end reminders and case attachments in Trade Review Product – Continuity Express Presentation by FS Investments
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Dec
22 views
11/30/22: Compliance - Registration Renewals and Year End Processing ideas Product - New Inland Self Storage REIT and DWA updates Presentation by Lord Abbett
11/30/22: Compliance – Registration Renewals and Year End Processing ideas Product – New Inland Self Storage REIT and DWA updates Presentation by Lord Abbett
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Nov
23 views
11/24/2022: 2023 Business Planning Session
11/24/2022: 2023 Business Planning Session
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Nov
21 views
11/16/2022: Compliance - ClicNEW updates and a new quarterly Enterprise call Product - New Preferred Stock Offering and BlackRock Tax Evaluator Presentation by Riskalyze
11/16/2022: Compliance – ClicNEW updates and a new quarterly Enterprise call Product – New Preferred Stock Offering and BlackRock Tax Evaluator Presentation by Riskalyze
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Nov
19 views
11/9/22: Compliance - New Dedicated Service Team and upcoming cyber security call. General - Branch Meeting and 2023 planning. Presentation by Thomas Walsh and David Duncan on DWA
11/9/22: Compliance – New Dedicated Service Team and upcoming cyber security call. General – Branch Meeting and 2023 planning. Presentation by Thomas Walsh and David Duncan on DWA
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Nov
19 views
11/2/22: Compliance - SEC Marketing Rule 11/4 Product - Traditional Alternative and Annuity news Presentation by Cambridge on Cyber Security
11/2/22: Compliance – SEC Marketing Rule 11/4 Product – Traditional Alternative and Annuity news Presentation by Cambridge on Cyber Security
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Nov
18 views
10/26/22: Compliance - Upcoming deadlines and form changes. Product - IRS Notice and RightBRIDGE updates. Presentation from Samantha Russell of FMG
10/26/22: Compliance – Upcoming deadlines and form changes. Product – IRS Notice and RightBRIDGE updates. Presentation from Samantha Russell of FMG
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Oct
16 views
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
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Oct
16 views
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
Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Oct
13 views
123…5

Page 1 of 5

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