CEO Update # 55 - Licensee Summit, 08 July 2022

from Advice Evolution - Non Weekly Update · host David Harris

Individual licensing - FPA, PP.  Professionalism ALRC - 3 year to presentation, 10 year to deliver, Sept 22, Nov 23 (Final) Website now QAR - Michelle Levy. Low hanging fruit 1. Advice Docs 2. TMD 3. General Advice 4. Not having to give full advice 5. Language 6. Tax deductibility Adding value,  Remove fear of the regulator Finfluences Vertical integration Insurance commissions Mental Health Andrew Inwood and Core Data insights

Episode metadata supplied by the publisher feed · Published Jun 21, 2022

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CEO Update # 55 - Licensee Summit, 08 July 2022

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