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Compliance APRs

1y ago 28:07

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Content provided by ivari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ivari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.
To see our full legal disclaimers, please visit ivari.ca/podcast

… continue reading

70 episodes

Artwork

Compliance APRs

Spark...On the go

published 1y ago

Share

MP3•Episode home

Content provided by ivari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ivari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.
To see our full legal disclaimers, please visit ivari.ca/podcast

… continue reading

70 episodes

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