The DOL Fiduciary Rule – Comply, Compete and Pave the Way
August 25, 2017
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