WEEKLY TUESDAY TRAINING WEBINARS:
05-06-2025 Weekly Training: Rep’s of the Month – Chris Crawford, Reza Akbari, Joe Borchers, Justin Reinhold, Successful Client Event – Bruce & Janell Denk, Joe Childrey, Rob Ausdal.
04-29-2025 Weekly Training: Portfolio and Individual Strategy Performance Update – Charles Reinhold.
04-15-2025 Weekly Training: Reps of the Week – Chris Crawford, Joe Borchers, Reza Akbari and Justin Reinhold. Charles Reinhold with a market update. Justin Reinhold with an update on all the allocation changes in our Apex (both at Axos & Nationwide) and our Multi-Index portfolios.
04-08-2025 Weekly Training: Adam Quiring of Q3 Asset Mgt discussed the new SBDA opportunities with U.S. Government employees through their Thrift Savings Plan (TSP) as well as other SBDA opportunities and 401(k) opportunities, Joe LaRocca shared graphs of market draw downs vs the following 12 months performance – very enlightening, Charles Reinhold shared concerns about the current market and portfolio drawdowns.
04-01-2025 Weekly Training: Chuck Reinhold – Centers of influence referrals, living trusts SDBA, Rep of the week – Chris Crawford.
03-25-2025 Weekly Training: SDBA’s – The Pacific Financial Group, Logan Cummings, Regional Vice President, Rep of the Week – Joe LaRocca, Announcement of 2025 CPR Investments Summit Sep 17-19, Market & Portfolio Update – Charles Reinhold.
03-18-2025 Weekly Training: Rep of the week: Chris Crawford, a brief market & portfolio update, and how to start using structured notes at Axos.
03-11-2025 Weekly Training: Special Round Table meeting with Rob Ausdal, Joe Childrey, Justin Reinhold, Charles Reinhold & Nancy Reinhold, Overview of portfolio offerings, stock & bond markets and Q&A Session with Advisors.
02-25-2025 Weekly Training: Introduction to iCapital (Structured Note and Structured CDs) at Axos Advisor Services – Jeff Kusterer, Market & Portfolio Update – Charles Reinhold, Announcements – Charles Reinhold.
02-18-2025 Weekly Training: Discussion of the new CPR Apex, Multi-Index Plus, Multi-Index Plus Tactical Blend, Goldcoin Alternative and Bond Alternative portfolios in relationship to their benchmarks and Stratifi past performance – Chuck Reinhold, Justin Reinhold.
02-11-2025 Weekly Training: Reps of the Week: Justin Reinhold, Joseph LaRocca IV, 2024 Tax Documents & new, updated CPR Contract for Financial Advice: Nancy Reinhold, Structured Notes now available through iCapital at Axos Advisor Services: Nancy and Chuck Reinhold, CPR Fiduciary Mastermind: Joe Childrey.
02-04-2025 Weekly Training: Ben Jacobson of iDX with an update on the iDX Digital Currencies strategy and insight on what the most successful advisors are doing, Joe LaRocca – Rep of the Month, Chuck Reinhold – Weekly performance update, Joe Childrey – CPR Fiduciary Mastermind, Justin Reinhold – CPR Advisor Support Mastermind.
01-28-2025 Weekly Training: Discussion on the CPR Multi-Index Plus portfolios and new CPR Multi-Index Plus Blend portfolios – Justin Reinhold, New upcoming features on the CPR Investments website to include fact sheets and Stratifi analysis for each CPR Portfolio – Chuck Reinhold.
01-21-2025 Weekly Training: Rep of the Week: Reza Akbari, Review of the CPR Apex Portfolios: Justin Reinhold, Weekly Performance Update: Chuck Reinhold.
01-14-2025 Weekly Training: CPR LifeCore and MBA portfolios update by Rob Ausdal, Roth Conversion and Backdoor Roth Conversion discussion with Nancy, Chuck and Justin.
12-17-2024 Weekly Training: Rep of the Week – Joe Borchers, CPR Investments Portfolio Performance updates – Chuck Reinhold, Stratifi – Justin Reinhold.
12-10-2024 Weekly Training: Rep of the Week: Chris Crawford, Rep of the Month: Bruce & Janell Denk, Stock Market and CPR Investment portfolios Update: Chuck Reinhold, eMoney, Stratifi and Redtail training: Justin Reinhold.
11-26-2024 Weekly Training: Rep of the Week: Chris Crawford, How eMoney, Stratifi and Redtail all work together to create the client experience: Justin Reinhold.
11-19-2024 Weekly Training: Optimus Advisory Group – Steve Rumsey, Levitate, Upleads and Stratifi – Justin Reinhold.
11-12-2024 Weekly Training: Reps of the Week: Joe Valenzuela, Bruce & Janell Denk, Levitate & Upleads – Justin Reinhold.
11-05-2024 Weekly Training: Reps of the Month: John Fawcett, Joe LaRocca, Bruce & Janell Denk, Chris Crawford, CPR Investments technology overview: Justin Reinhold.
10-29-2024 Weekly Training: Crosspoint Capital Management – Tony Cantando, Reps of the Week: Joe LaRocca, Patty Gomez, Chris Crawford.
10-22-2024 Weekly Training: Standpoint Multi-Asset strategy overview, Reps of the Week – Bruce & Janell Denk and Joe LaRocca, New CPR Client Presentation, Client Profile and using Stratifi Risk Analysis, Proposal & IPS with eMoney.
10-15-2024 Weekly Training: Q3 Asset Management: 401(k) Marketing Help, Reps of the Week: Bruce & Janell Denk and Chris Crawford, All portfolios on the ‘Our Investments Offerings’ page on the CPR Investments website are now updated for Q4, Justin Reinhold introduced new training videos for Stratifi on the ‘Advisor Training Portal’ page on our CPR Investments website.
10-08-2024 Weekly Training: Rep of the Week: Joe LaRocca, Q4 Changes for the new Apex portfolios: Justin Reinhold.
10-01-2024 Weekly Training: Rep of the Week: Chuck Reinhold, Update for Q4 2024 on the Multi-Index Plus portfolios – Justin Reinhold.
09-24-2024 Weekly Training: John McClure & Richard Davila from ProfitScore – AXS Adaptive Plus overview and marketing ideas to grow your AUM, Wrap up with Chuck Reinhold.
09-17-2024 Weekly Training: Reps of the Week: Joe Borchers and Joe Valenzuela, New CPR Client Brochure, CPR Client Presentation & Client Profile input form – Chuck Reinhold, Interactions with various advisors on using Stratifi, Employer Sponsored Plans, Trusts & Structured Notes.
09-10-2024 Weekly Training: Reps of the Week: Joe Borchers & Joe Valenzuela, Probabilities Long/Short and Seasonal Sector Rotation update with Joe Childrey, Training on the new CPR Investments Proposal Software with Chuck & Justin Reinhold.
09-03-2024 Weekly Training: Reps of the Week: Gary Lloyd & Joe Valenzuela, LifeCore Portfolios: Rob Ausdal.
08-27-2024 Weekly Training: Howard Capital Management, Reps of the Week, Preview of New Client Software.
08-20-2024 Weekly Training: Reps of the Week: Bruce & Janell Denk and Joe Valenzuela, Review of Tactical, Multi-Index and LifeCore portfolios – Chuck Reinhold, New Client Brochure and Client Presentation now available on the Marketing Materials page on our website, Brief discussion on our new CPR Client Risk Analysis/Proposal/IPS software.
08-13-2024 Weekly Training: 2024 CPR Conference Review – Chuck Reinhold, Weekly Market & Portfolio Update – Chuck Reinhold, New CPR Client Presentation – Justin Reinhold, New CPR Client Brochure – Justin Reinhold, Risk Analysis & Proposal Software – Justin Reinhold.
07-30-2024 Weekly Training: Rep of the Week: Joe LaRocca, Introduction of Stratifi Software for Risk Analysis, Proposal/Comparison, Investment Policy Statement – Karan Motreja and Justin Reinhold.
07-23-2024 Weekly Training: Introduction of “Advisors Capital Management” by Kenneth Deane, SVP, Weekly Market and Performance Update: Chuck Reinhold, Announcing Introduction of Stratifi, Software Next Week: Justin Reinhold.
07-16-2024 Weekly Training: Market and portfolio update with Chuck Reinhold, Q3 allocation changes in our CPR Tactical Portfolios, Compliance reminder about use of email and text messages.
07-09-2024 Weekly Training: Sneak peak at the launch of our new, game-changing, Risk Analysis, Proposal/Comparison software. Minimum account size. Overview of our upcoming 2024 Conference.
07-02-2024 Weekly Training: Rep of the Week. Justin on the Multi-index Plus Portfolios.
06-25-2024 Weekly Training: Rep of the Week – Chris Crawford. Charles Reinhold on Mental Toughness & Best Business Practices.
06-11-2024 Weekly Training: Chuck Reinhold – Conference updates, how to present, win and retain clients (35 mins) Justin Reinhold – Update on UpLeads (5 mins) Joe Childrey and Rob Ausdal (5 mins)
06-04-2024 Weekly Training: Introduction to Shawn Sigler and Chris Cox from FIG Marketing (30 minutes), Reps of the Month: Bruce & Janell Denk, Joe LaRocca & Chris Crawford (15 minutes), CPR 2024 Annual Conference updates (8 minutes) and Introduction to Keynote Speaker Shawn Fair (7 minutes), Justin on Levitate and UpLead (10 minutes)
04-23-2024 Weekly Training: Rep of the week, Rob Ausdal on the CPR LifeCore and MBA strategie
04-09-2024 Weekly Training: Introduction to our newest money manager – Scarecrow Trading, Q2 2024 Portfolio allocation changes, Q1 2024 performance update and the CPR Finder’s Fee Program.