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Weekly Rep Calls – 2023
← Weekly Rep Calls
2/1/2023: Compliance updates on Books & Records, FINRA CE requirements, new communication updates, and a presentation by The Pacific Financial Group
Weekly Rep Calls – 2023
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Weekly Rep Calls – 2023 Feb
7 views
1/25/23: Branch Meeting reminder, changes to the fiduciary review process, a new high yield liquid cash account option, and a presentation by First Trust.
Weekly Rep Calls – 2023
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Weekly Rep Calls – 2023 Jan
6 views
1/18/2023: 2022 Enterprise Year In Review
Weekly Rep Calls – 2023
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Weekly Rep Calls – 2023 Jan
4 views
1/11/2023: Compliance – Reminder about upcoming correspondence & Adview changes. Product – Equitable contracts added as Fee Friendly. Presentation by Ashford Securities.
Weekly Rep Calls – 2023
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Weekly Rep Calls – 2023 Jan
4 views
1/4/2023: Compliance – Upcoming Correspondence and Adview changes. Product – Forms changes and Secure Act 2.0 Call. Presentation by the Duncan Life Brokerage General Agency.
Weekly Rep Calls – 2023
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Weekly Rep Calls – 2023 Jan
3 views
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