AE Group Podcast - CEO Update #73, 29 June 2026

from Advice Evolution - Non Weekly Update · host David Harris

In this episode, David covers a range of key business updates and upcoming initiatives, including:Board Meeting highlights15th Anniversary Shareholders DinnerClaude AI and Claras updates RetireMap and SOA feedbackSummit planningAE Direct and adviser referralsUpcoming PD DayAI-powered file checkingFSGs and WDIs2027 conference planningService Standards trainingFile preparationSOAs for ROAsThe Intranet launchDirect Prescribed OfferPlatform oversightTune in for the latest priorities, operational updates, and what's ahead for the team.

Episode metadata supplied by the publisher feed · Published Jun 29, 2026

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AE Group Podcast - CEO Update #73, 29 June 2026

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