CEO Update # 38, 17 May 2021, codeword "Optic"
from Advice Evolution - Non Weekly Update Hosted by David Harris
Fair, complete, current and non conflicted Financial planners are trusted and essential ongoing arrangements and Documents Practice Management class, Ops staff training Intranet FSG Update Video Tasking PD Day Hybrids ETF's Digital Currency Video Testimonials, Web site Welcome Tin and Maria (Allie) Peer group sessions Site Visits Payway - payment for card fees Adviser Office number on the invoice Huddle ROA's and request form
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This episode is 18 minutes long.
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This episode was published on May 17, 2021.
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