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Replay: Client Files and the Importance of Taking Good Notes with Ewa Lewinska
RDBA hosted a Zoom presentation, Client Files and the Importance of Taking Good Notes with Ewa Lewinska on November 19th, 2025. We recorded the presentation and Q&A session that followed to share with members who were unable to attend. Here is a brief description of the presentation:
Being a Deposit Broker is more than just getting clients the highest rate. Building and maintaining a strong compliance regime is a key component of every successful Financial Advisor’s business model.
You can view the video replay below: