2020 CEO Update #26, 02 October episode artwork

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

Episode metadata supplied by the publisher feed · Published Oct 2, 2020

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2020 CEO Update #26, 02 October

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