Menu

Weekly Rep Calls

All Categories
72 videos found
8/18/21: Major announcements and updates about Financial Planning along with a presentation from The Pacific Financial Group
8/18/21: Major announcements and updates about Financial Planning along with a presentation from The Pacific Financial Group
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug
8/11/2021: CMAP Account conversion, new marketing vendor, and a presentation by Voya Investments
8/11/2021: CMAP Account conversion, new marketing vendor, and a presentation by Voya Investments
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug
8/4/2021: CMAP conversion reminder deadline approaching, DWA update, and a presentation by First Trust Advisors
8/4/2021: CMAP conversion reminder deadline approaching, DWA update, and a presentation by First Trust Advisors
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Aug
7/28/2021: Great American Life webinar information, paperless delivery of tax documents, and a presentation by FS Investments
7/28/2021: Great American Life webinar information, paperless delivery of tax documents, and a presentation by FS Investments
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul
7/21/2021: August 13th reminder, new RegEd OBA system preview, and a presentation by John Hancock
7/21/2021: August 13th reminder, new RegEd OBA system preview, and a presentation by John Hancock
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul
7/14/2021: Identity Theft Best practices, WP/CMAP conversion updates, recruiting incentives, and a presentation by Inland
7/14/2021: Identity Theft Best practices, WP/CMAP conversion updates, recruiting incentives, and a presentation by Inland
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul
7/7/2021: Upcoming important planning webinar, compliance reminders on CMAP prefix conversion, and a discussion on cryptocurrency
7/7/2021: Upcoming important planning webinar, compliance reminders on CMAP prefix conversion, and a discussion on cryptocurrency
2 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jul
6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital.
6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital.
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun
6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments.
6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments.
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun
6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark
6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark
1 views
Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Jun
1…345678
Page 5 of 8

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