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Weekly Rep Calls – 2023

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47 videos found
12/13/2023: Compliance: End of year housekeeping and compliant communications. Product: New Cottonwood option and Lord Abbett Webinar. Presentation by Nitrogen Wealth
42:18
12/13/2023: Compliance: End of year housekeeping and compliant communications. Product: New Cottonwood option and Lord Abbett Webinar. Presentation by Nitrogen Wealth
3 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Dec
12/6/2023: Compliance - End of year housekeeping. Product - Annuities to consider in 2024 and DWA fund change. Presentation by Bill Good Marketing
12/6/2023: Compliance – End of year housekeeping. Product – Annuities to consider in 2024 and DWA fund change. Presentation by Bill Good Marketing
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Dec
11/29/2023: Compliance - FINRA CE requirements and accepting client instructions via email. Product - Bamboo Marketing update, two webinars, and cashiering best practices. Presentation by Capital Group
11/29/2023: Compliance – FINRA CE requirements and accepting client instructions via email. Product – Bamboo Marketing update, two webinars, and cashiering best practices. Presentation by Capital Group
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Nov
11/22/2023: 2024 Business Planning Session
11/22/2023: 2024 Business Planning Session
1 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Nov
11/15/2023: Compliance - It's time to complete your 2024 Securities registration. Product - Big Changes to Nationwide Annuities and things to think about product wise in 2024. Presentation by BC Partners.
11/15/2023: Compliance – It’s time to complete your 2024 Securities registration. Product – Big Changes to Nationwide Annuities and things to think about product wise in 2024. Presentation by BC Partners.
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Nov
11/8/2023: Compliance - How to log into duncanar.com and getting your FINRA CE completed. Product - Part 2 of the Amy Webber interview is live. Presentation by Duncan Walsh Advisors.
11/8/2023: Compliance – How to log into duncanar.com and getting your FINRA CE completed. Product – Part 2 of the Amy Webber interview is live. Presentation by Duncan Walsh Advisors.
3 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Nov
11/1/2023: Compliance: ACQ, ACM, and FINRA CE. Changes to Cambridge policy for FINRA registration when you only have advisory clients. Product: Amy Webber interview is up and changes to DWA. A presentation by HRC Financial Group
11/1/2023: Compliance: ACQ, ACM, and FINRA CE. Changes to Cambridge policy for FINRA registration when you only have advisory clients. Product: Amy Webber interview is up and changes to DWA. A presentation by HRC Financial Group
2 views
Weekly Rep Calls – 2023,
Weekly Rep Calls – 2023 Nov
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.
45:44
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
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