2020 CEO Update #24, 21 August

from Advice Evolution - Non Weekly Update · host David Harris

CEO Update # 24 talks about Financial Advisers are needed in the current climate, Conference, Zoom chat - set up, ASIC stance on dishonesty, Product recommendation - is it advice? Valuation - low-value clients, Revenue - understand it, Grandfathered clients, Tick box compliance - not the answer, pay sheets, payment systems, Resident Status OS, Best Interest Duties- want an adviser, Selecting Investments, CFS - Super, death benefits, smoker rates, Accountant & Mortgage broker - Chinese walls, Roldan and baby, Nina, Leam and Andrea

Episode metadata supplied by the publisher feed · Published Aug 20, 2020

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2020 CEO Update #24, 21 August

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