CEO Update # 39, 09 June 2021

from Advice Evolution - Non Weekly Update · host David Harris

Fair, current, complete and free of conflict  We are our clients only financial adviser APL payment catchup Payway dont give away advice Ongoing admin vs advice Intranet pay frequency Innovation summit Anchor app Millennials Scoping, making sure the advice matches the clients wishes Codeword ROA? Risk profile? Surveys Individual advice means the product and investment choice should come after Pro Bono, Low value clients CFS update - KKR, Rosco, new CEO Licensee Summit

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CEO Update # 39, 09 June 2021

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