Register for TECHTalk, our weekly webinar series held Fridays at 9:30 am MST. We feature training tips and walk through procedures for Compliance, Accounts, Commissions, and more.
THIS WEEK’S CALL:
Reviewing the Renewal Process!
It is time to complete the last compliance requirements for the year with the payment of registration renewal fees. These are due by November 30, 2018, and must be paid by credit card or check made payable to The Leaders Group.
Whether you are new to Advizr or a veteran user, get updated on all the new features and enhancements that make setting up, inviting clients and building plans, easier than ever. Register now for this informative webinar. Take 30 minutes and learn more about how Advizr can help you grow your business.
Date: Thursday, October 15
Time: 2:00 PM ET / 12:00 PM MT
We look forward to your participation!
In light of recent cybersecurity breaches and continuing threats against the financial services industry, we are pleased to announce we have taken proactive steps to institute a cybersecurity policy enforcement program. We have partnered with Entreda, a leader in cybersecurity, to create a program designed to continuously assess our cybersecurity preparedness including our firms’ ability to protect our client’s data.
As part of the program, we ask that you install the Entreda Unify application, which will monitor cybersecurity-related configurations on desktops and mobile devices. Please note, we provide every advisor with one complimentary license to the application. Additional installs can be purchased for $100 – per license, per year.
The Entreda Unify applet takes less than a minute to install. For downloading, additional information, or support: