In this rapidly changing regulatory environment, Custom Training Solutions are designed to protect your firm from regulatory risk and to incorporate compliance into your day-to-day business operations. Customized training is ideal when the dates of our open enrollment programs aren't convenient, if you have more than 10 people that require training on a specific topic, or when your firm has gaps in its internal training curriculum, The BGK Group will work closely with you to define your educational goals and create programs to meet your firm's unique needs. These Custom Training Solutions can be delivered online or in-person at any site you choose.
The BGK Group can design and conduct your annual compliance meeting as required under NASD Rule 3010(a)(7) through an in-person meeting or online with enhanced, live Q&A sessions.
With more than 40 years combined experience, The BGK Group can work with you to:
Our expertise includes:
Our experience includes:
As social media, branding and marketing experts, we can design and execute integrated direct marketing strategies that achieve your financial goals.