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AI recordings and transcripts must be saved and maintained for 5 to 6 years depending on whether you are regulated by FINRA or not.
- Rhonda G.
Best one - you shouldn't record a zoom session unless you are required to as it can be held against you.
- Mark R.
Excellent information about disclosures on testimonials.
- Jeffrey B.
Prohibited statements for advertising, the differences between testimonials & endorsements, & using social media.
- Darin D.