Advice Evolution Group - CEO Update #65, 26 November 2024

from Advice Evolution - Non Weekly Update · host David Harris

In this episode, David Harris discussed about: 2024 Brisbane conference post-update Adviser group chat in Zoom channel Office closed: 22nd December - 6th of January Financial outcomes from Stephen Jones Acquire new clients Audits Site visits Next year's conference: September in Darwin. Tech tips PD Day: March in Melbourne Online training Peer groups AI Google recording Cyber risk ROA ASIC Thanks for listening and happy streaming! To keep you updated to all of AE podcasts, visit our AE Intranet >>> https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts

Episode metadata supplied by the publisher feed · Published Nov 26, 2024

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Advice Evolution Group - CEO Update #65, 26 November 2024

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