CEO Update #35, 05 March 2021

from Advice Evolution - Non Weekly Update · host David Harris

CEO Update # 35 Fair, complete, current and non conflicted Financial planners are trusted and essential Is easy for the practice best for the client? Conference, next Conference, conference feedback 3-6 Nov Peer Groups awards Journey, Daines, Roe, United planning Melbourne Visit and PD Day Webinar 11 March - Managed accounts Fee Spreadsheet Gala Dinner CPD

Episode metadata supplied by the publisher feed · Published Mar 5, 2021

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CEO Update #35, 05 March 2021

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