Weekly Rep Calls – 2023 Oct

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4 videos found

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.

4 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

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