Spark...On the go
Stay informed in your own time with our podcast Spark…On the go. Join host DeeAnn Brinton and some incredible guests as they cover topics to help you ignite your business potential. So now, when you’re driving the kids to school or grabbing a quick coffee between meetings, you can stay informed wherever you are!
To see our full legal disclaimers, please visit ivari.ca/podcast
Spark...On the go
Documentation tips for advisors
DeeAnn and Adam Kulesza, Compliance Practice Consultant delve into the crucial topic of documentation for advisors. Adam shares his top tips for maintaining compliance, emphasizing the importance of thorough documentation to protect credibility and ensure regulatory requirements are met.
Tune in to learn how to make compliance an integral part of your business and enhance your client relationships through effective documentation practices.
To see our full legal disclaimers, please visit ivari.ca/podcast