Menu

Weekly Rep Calls – 2024

Weekly Rep Calls
15 videos found
4/25/2024: Compliance: Updated CISF forms, promissory language, and licensing updates. Business: Ignite 2024 registration and EncoreEstate. Presentation by Jackson
4/25/2024: Compliance: Updated CISF forms, promissory language, and licensing updates. Business: Ignite 2024 registration and EncoreEstate. Presentation by Jackson
1 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr
4/17/2024: Compliance: RegEd Enhancements, Docusign Blank forms. Business Development: 2 Upcoming Webinars and IRS RMD changes. Presentation by CIM Group
4/17/2024: Compliance: RegEd Enhancements, Docusign Blank forms. Business Development: 2 Upcoming Webinars and IRS RMD changes. Presentation by CIM Group
1 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr
4/10/2024: Compliance - Instagram Policy update, IAR CE 2024 update, and Sponsor Company Reimbursements. Business - Money Market Fund list, Personal CFO Program, and adding Cambridge Experts to your website. Presentation by Nationwide.
4/10/2024: Compliance – Instagram Policy update, IAR CE 2024 update, and Sponsor Company Reimbursements. Business – Money Market Fund list, Personal CFO Program, and adding Cambridge Experts to your website. Presentation by Nationwide.
1 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr
4/3/2024: Compliance - IAR CE Requirements for 2024 and Trusted Contacts. Presentation by SEI
4/3/2024: Compliance – IAR CE Requirements for 2024 and Trusted Contacts. Presentation by SEI
1 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Apr
3/27/2024: Compliance: Check Trade Review regularly and upcoming Admin call reminder. Business: Referral Program update, ContraFirm Awareness Tool, and new NFS Bond tool. Presentation by TPFG
3/27/2024: Compliance: Check Trade Review regularly and upcoming Admin call reminder. Business: Referral Program update, ContraFirm Awareness Tool, and new NFS Bond tool. Presentation by TPFG
4 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar
3/21/2024: Compliance - Changes to FL suitability paperwork and E-mail Encryption updates. Practice Management - Upcoming Webinars and Business Plan updates. Presentation on Redtail Enhancements.
3/21/2024: Compliance – Changes to FL suitability paperwork and E-mail Encryption updates. Practice Management – Upcoming Webinars and Business Plan updates. Presentation on Redtail Enhancements.
3 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar
3/6/2024: Compliance- Fee billing Non-Billed Accounts update Business- Cash & Cash Alternatives replay Presentation by Protective Annuities
3/6/2024: Compliance- Fee billing Non-Billed Accounts update Business- Cash & Cash Alternatives replay Presentation by Protective Annuities
3 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Mar
2/29/2024: Compliance - Direct Mutual Fund Policy update Business Development - Upcoming retirement webinar, CLIC Redtail integration, and GReminders Presentation by ACM
2/29/2024: Compliance – Direct Mutual Fund Policy update Business Development – Upcoming retirement webinar, CLIC Redtail integration, and GReminders Presentation by ACM
2 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb
2/21/24:Compliance - NY CyberSecurity Regulation, Adview deadline approaching. Product - Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital
2/21/24:Compliance – NY CyberSecurity Regulation, Adview deadline approaching. Product – Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital
1 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb
2/14/2024: Compliance - Mutual Fund Conversions and Credit Card Payment changes. Product - New Financial Planning Engagement form update Presentation by TruChoice
2/14/2024: Compliance – Mutual Fund Conversions and Credit Card Payment changes. Product – New Financial Planning Engagement form update Presentation by TruChoice
2 views
Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Feb
12
Page 1 of 2

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