EPISODE · May 20, 2020 · 44 MIN
2020 CEO Update #18, 20 May - Interview with John Wright
from Advice Evolution - Non Weekly Update · host David Harris
This second interview with John Wright covers compliance around FDS's and New Advice, Best Interest Duty, TWA's Execution only - Client directed, Scoping and File Notes and some more.
What this episode covers
This second interview with John Wright covers compliance around FDS's and New Advice, Best Interest Duty, TWA's Execution only - Client directed, Scoping and File Notes and some more.
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2020 CEO Update #18, 20 May - Interview with John Wright
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