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Weekly Rep Calls – 2022

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47 videos found
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
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
9/14/22: 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: 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: Compliance: DOLPTE Reminders and Trusted Contact. Product: CLIC New Dashboard and upcoming webinars. Presentation by Client Solutions on Bamboo Marketing
8/31/22: Compliance: DOLPTE Reminders and Trusted Contact. Product: CLIC New Dashboard and upcoming webinars. Presentation by Client Solutions on Bamboo Marketing
5 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug
8/24/22: Compliance - Firm Element, BIA best practices, and email encryption reminder Product - New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management
8/24/22: Compliance – Firm Element, BIA best practices, and email encryption reminder Product – New Annuity Product and Compensation Spreadsheet, updated WealthPort Plan & Propose Presentation by Cambridge Practice Management
6 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug
8/17/2022: Introduction of our newest supervision team member. Compliance: SEC Marketing Rule updates & reminder about compliant texting. Presentation on Duncan Walsh Advisors
8/17/2022: Introduction of our newest supervision team member. Compliance: SEC Marketing Rule updates & reminder about compliant texting. Presentation on Duncan Walsh Advisors
6 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug
8/10/22: Compliance - Upcoming SEC Marketing Rule. Product - Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency
8/10/22: Compliance – Upcoming SEC Marketing Rule. Product – Future of Asset Management Virtual Conference and MoneyGuard VUL product call. Presentation by our Insurance Brokerage General Agency
4 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug
8/3/22:Compliance: Common reasons for DOLPTE Not in Good Order submissions. Product: Updates from Virtus, Lord Abbett, and Transamerica. Spotlight on Success videos. Presentation by DAR Financial Planning Department
8/3/22:Compliance: Common reasons for DOLPTE Not in Good Order submissions. Product: Updates from Virtus, Lord Abbett, and Transamerica. Spotlight on Success videos. Presentation by DAR Financial Planning Department
3 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Aug
7/27/2022: Compliance: Reminder about PST's and logging them in RegEd Product: New Pac Life VA and updates to MarketCentral Presentation by Sierra Investments.
7/27/2022: Compliance: Reminder about PST’s and logging them in RegEd Product: New Pac Life VA and updates to MarketCentral Presentation by Sierra Investments.
2 views
Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jul
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