Office Talk

Office Talk


Office Talk
2018 Sessions    Past Sessions
The Office Talk Series is an exciting way for you to connect with other operational personnel in our community of advisors. Dedicated to the operations staff of Private Advisor Group advisors and …

2018 OTS Schedule


2018 Office Talk Schedule

Audio Conference Information

Dial phone number (303) 248-0285 and enter the 7 digit access code 8671381 when prompted followed by the # sign. You will then be placed directly into the meeting.

Web Conference Information

Register ahead of time for the call to receive your personalized web access link.
The link will be sent to you …

OTS Past Sessions


Recap of Past Sessions

September 27, 2018
Topic: ClientWorks UpdatesView WebinarView the PAG PresentationView the LPL Presentation5 Daily Routines PDF

August 28, 2018
Topic: Branch Exams – Compliance, Legal, and RiskView WebinarView Meeting Presentation

July 26, 2018
Topic: Annuity Suitability Guidelines & Processing Best Practices – LPL Complex Product …