Menu

Weekly Rep Calls – 2024

Weekly Rep Calls
37 videos found
9/25/2024: Compliance: Teleconference Screen Sharing and QR code Disclosures. Business: Cambridge Technology Enhancements and upcoming webinars. Spotlight on Success Presentation with Bluecap.
9/25/2024: Compliance: Teleconference Screen Sharing and QR code Disclosures. Business: Cambridge Technology Enhancements and upcoming webinars. Spotlight on Success Presentation with Bluecap.
3 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Sep
9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements.
9/18/2024:Compliance: OBA and paperwork submission reminders. Business: Upcoming webinars and work with Cambridge. Presentation by Cambridge on CIRstatements.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Sep
9/11/2024: Compliance: copying & pasting best practices and performance reporting reminders. Business: Trial runs for AI technology, RPM 2025, and FP referral rewards. Spotlight on Success with Judi Griffin.
9/11/2024: Compliance: copying & pasting best practices and performance reporting reminders. Business: Trial runs for AI technology, RPM 2025, and FP referral rewards. Spotlight on Success with Judi Griffin.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Sep
9/4/2024:Compliance: Email encryption reminders and Missouri ESG changes. Business: FSI Open Enrollment and New Technology Enhancements. Presentation by DAR BGA.
9/4/2024:Compliance: Email encryption reminders and Missouri ESG changes. Business: FSI Open Enrollment and New Technology Enhancements. Presentation by DAR BGA.
3 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Sep
8/28/2024:Compliance: Off Channel Communication, Device inventory, and buffered ETFs. Business: Ignite thoughts and Do note bill changes. Presentation by Duncan Walsh Advisors.
8/28/2024:Compliance: Off Channel Communication, Device inventory, and buffered ETFs. Business: Ignite thoughts and Do note bill changes. Presentation by Duncan Walsh Advisors.
3 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/14/2024:Compliance - OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business - AI tools webinar recording. Presentation by the Church brothers.
8/14/2024:Compliance – OSJ team announcement, Structured notes, and Presidential election contributions reminder. Business – AI tools webinar recording. Presentation by the Church brothers.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/9/2024: A Special DAR webinar with EncorEstate
8/9/2024: A Special DAR webinar with EncorEstate
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning.
8/8/2024:Compliance: BIA and QPR best practices. Business: Navigating AI tools, Planning your Ignite agenda, and new CLIC Dashboard tab. Presentation by DAR Financial Planning.
2 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
8/1/2024: A Special DAR webinar with FS Investments
8/1/2024: A Special DAR webinar with FS Investments
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Aug
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
7/31/2024: Compliance- WY ESG Disclosure, Pershing Tax Statement Charge, and Annuity Exchanges. Business- CLIC submission buttons live.
1 views
Weekly Rep Calls – 2024,
Weekly Rep Calls – 2024 Jul
1234
Page 1 of 4

Back To Top

Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

This communication is strictly intended for individuals in all 50 states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against losses.

“Cambridge Approval #226235.”

Privacy Policy | Terms of Use

© 2021 Duncan Financial Group. All Rights Reserved. Designed by Apis Productions
Skip to content