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

August 25, 2017

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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