Unlock the secrets of Form ADV with a comprehensive training session suitable for both novices and seasoned professionals. Led by a professional with decades of experience writing and editing ADVs, this session offers insider insights, covering potential regulatory pitfalls and providing an exclusive worksheet for efficient Form ADV updates. A detailed worksheet, typically reserved for ongoing clients of Coulter Strategic Services, is included to aid in updating and maintaining information for your books and records. Explore additional resources to bolster your compliance toolkit.  Whether you're new to writing or updating Form ADV or a seasoned professional seeking a refresher on Form ADV and compliance tips, this session is designed for you.