Quick recap

David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the importance of well-articulated objectives in the financial plan and cybersecurity in businesses. Changes to the CEO sign-up process, improvements to file management, and invoicing issues were also discussed.

CEO Update Summary >>> ⁠https://docs.google.com/document/d/1S72ml-HX7z12UK6B4s_habXUsKk8_MINrT-tw60ayFw/edit?usp=sharing⁠

To keep you updated to all of AE podcast, visit our AE Intranet >>> ⁠https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts?authuser=0⁠

Happy streaming!