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2020 CEO Update #10, 07 April
CEO Update # 10 talks about CPD, Webinar Invitations, Client communication, Opportunities, Paraplanning, Grandfathering, Access to files, Payment Collection, FASEA Exam and recruiting update.
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By David HarrisCEO Update # 10 talks about CPD, Webinar Invitations, Client communication, Opportunities, Paraplanning, Grandfathering, Access to files, Payment Collection, FASEA Exam and recruiting update.