CEO Update #31, 12 January 2021

from Advice Evolution - Non Weekly Update · host David Harris

CEO Update # 31 Fair, complete, current and non conflicted Financial planners are trusted and essential Welcome back Covid and US VBP orphan Xmas Conference Clean slate for 2021 This years goals - SOA, Standard Docs, practice efficiency. look at your processes X plan full suite, with more research, ETF's and ASX (comparison) Welcome - Phill McGann, John Vaitsas, Gus Flack, Clare Shewan, Christine Kiernan, Anna Materne, Triona Thompson Remove commissions from FSG Check your income statements and profit 5 year Goal Take time with your family and do some exercise Be Positive!!!

Episode metadata supplied by the publisher feed · Published Jan 12, 2021

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CEO Update #31, 12 January 2021

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