DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices. To see our full legal disclaimers, please visit...
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DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices. To see our full legal disclaimers, please visit...
In part one of our two-part social selling series, DeeAnn sits down with Nyima Gyalmo, the founder of Social Sherpa, to discuss the latest trends and techniques in social media marketing for businesses. Nyima shares her insights on how you can leverage social platforms to enhance your digital presence and connect with customers more effectively. Tune in to learn valuable tips on how to navigate the ever-changing landscape of social media and build trust with your customers. To see...
Spark...On the go
DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met. Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices. To see our full legal disclaimers, please visit...
