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Archived Webinars





 11/9/2016 Why Many of Your Advisors Will Struggle to Meet Their Goals in 2017 Tony Cole, Anthony Cole Training Group  MP4
 9/23/2015 Infinex Investment Program Blueprint Sue Colaluca and Kristine Somerville, Infinex Financial Group   PDF
5/1/2015  How the Proposed Changes to the DOL Fiduciary Definition will Affect You   Doug Heffernan, Faegre Baker Daniels, and Mark Smith, Sutherland, Asbill & Brennan LLP  PDF

BISA Regulatory Webinar Series:

Developments in Fiduciary Rules and Standards

Ivan Knauer, Pepper Hamilton LLP; Jonathan Cyprys, GreenbergTraurig; Mark Smith, Sutherland, Asbill & Brennan LLP   PDF 

BISA Regulatory Webinar Series:

The JOBs Act and Its Regulatory Implications

Michael de Leon Hawthorne, Thompson Coburn LLP  PDF
7/30/2014  Becoming an Advisor 2.0 Amanda Smith PDF
5/14/14  A Tactical Framework:  Integrating the Online Channel into your Wealth Management Strategy   Sophie Schmitt, Jim Goodwin, and Chris Psaltos  PDF
4/23/2014   Cracking the Code on Delivering Long-Term Care Insurance to Bank Clients  Steve Saltzman, Steve Cain, and Scott Williams  PDF 
9/18/2013 Create a No Excuses Sales Environment Tony Cole PDF
7/10/2013 Overview of Behavioral Advice: Understanding the Smart Money Philosophy Doug Lennick PDF
6/5/2013 Build Your Sales Team's Success Formula Tony Cole PDF
4/17/2013 Retirement Income: The 3 Keys to a Successful Retirement Income Initiative Jack Cramer and Rhonda Kulhanek PDF
4/2/2013 Growing The Wealth Business in Retail Banks Wayne Cutler PDF
2/20/2013 Compliance Through the Lens of Quality Bob McGill PDF
2/6/2013 Motivate Your Average Producers from Good to Great Tony Cole PDF
1/23/2013 Tools and Techniques to Coach Licensed Bankers More Effectively Rhonda Kulhanek PDF
12/4/2012 Engage Clients with Annual Reviews Suly Salazar-Layton PDF
11/7/2012 Upgrade Your Salesforce Tony Cole PDF
10/17/2012 Strategic Client Management Suly Salazar-Layton PDF
9/4/2012 Coaching for Sales Success Tony Cole PDF
8/15/2012 Licensed Branch Employee Trends and Challenges Christine Strickland PDF
8/8/2012 The Five Propositions that Challenge Your Belief System in the New Normal Richard Capalbo PDF
5/9/2012 Why Aren't Your Salespeople Selling? Tony Cole PDF
4/11/2012 7 Common Excuses from LBEs and How to Change the Results Christine Strickland PDF


5 Keys to a High Performing Sales Team

Tony Cole



FINRA Rule 4530— Are You Ready to Self-Report?

BISA Legislative, Regulatory & Compliance Committee


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