DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.
To see our full legal disclaimers, please visit ivari.ca/podcast
DeeAnn is joined by Adam Kulesza, ivari’s Compliance & Practice Development Consultant. They go over what an Advisor Practice Review (APR) is, why it’s important and the significance of maintaining accurate client files. Whether you’ve had an APR or not, this podcast will give you some good insights and tips.
To see our full legal disclaimers, please visit ivari.ca/podcast