EPISODE · Oct 2, 2020 · 12 MIN
2020 CEO Update #26, 02 October
from Advice Evolution - Non Weekly Update · host David Harris
Fair, complete and non conflicted Financial planners are trusted and essential Covid issues Getting client Authorisation compliance questions google sheet retirements, Brian and Dave H HUB24 - roll over from CFS Conference Feb 23-27 AE NPS Survey Virtual AGM - 6 Nov ; 2-4 PM Praemium Webinar - Managed Accounts 14 Oct ; 11 AM team update board meeting research portfolio construction virtual PD Day
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2020 CEO Update #26, 02 October
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