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Database Reporting - IMSS
Tue, Oct 24
|Webinar
Reserve Your Spot: https://register.gotowebinar.com/register/6578820505731023198
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Time & Location
Oct 24, 2023, 10:00 AM – 11:00 AM EDT
Webinar
About the Event
Topic: Consultant Database Population to grow AUM
What will be covered:
- 2023 Structural Changes
- Reporting Requirements
- SEC Marketing Rules on Performance Reporting
- Building Complete Profiles
- Tips for improving visibility
Speaker: Patricia Sandoz, Founder & CEO at IMSS
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