OTS Past Sessions

OTS Past Sessions

23.12.2016
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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 …