The DOL Fiduciary Rule – Comply, Compete and Pave the Way

Learn how Agreement Express can help your firm build a trail of proof into every process, while enabling advisors to build lasting relationships with clients.

Watch the webinar recording to learn:

• DOL Rule explained: the basics, prohibitions, exemptions and impact
• Prioritizing key fiduciary rule compliance measures and strategies for adoption
• Building compliance into each step of the client lifecycle, while enhancing your wealth firm’s competitive edge