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Build the habits and systems that strengthen your follow-through, elevate client trust, and help your practice run with greater clarity and control.

Join the Distribution Practice Management (DPM) team for a discussion on some of the key compliance issues facing your business. During this engaging session, Samira, Adam and Rodney will cover topics such as APRs, documentation and Fair Treatment of Customers. Register early and submit your compliance questions in advance—some may...