Beyond the sale: Service, ethics, and staying compliant
About this episode
Tim Crawford and Cyndi Hall discuss service, ethics, and compliance for financial professionals.
In this episode, Tim Crawford, Vice President, Associate General Counsel, and Cyndi Hall, VP, Chief Compliance Officer, unpack key insights every financial professional should hear, including: What great service truly looks like, and the pitfalls to avoidWhy staying vigilant against fraud is more critical now than ever beforeWhat you absolutely must know about best interest regulationsDon’t miss this engaging and practical discussion that blends real-world experience with expert compliance an...
People in this episode
Guests: Tim Crawford, Cyndi Hall
Topics covered
- service
- ethics
- compliance
- financial professionals
- fraud prevention
- best interest regulations
Mentioned in this episode
Organizations: North American Company for Life and Health Insurance
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