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Weekly Rep Calls – 2023 Oct
Weekly Rep Calls – 2023
4 videos found
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.
3 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
3 views
Weekly Rep Calls – 2023
,
Weekly Rep Calls – 2023 Oct
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
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