Advice Evolution - Non Weekly Update

Advice Evolution Group - CEO Update #65, 26 November 2024

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In this episode, David Harris discussed about:


  • 2024 Brisbane conference post-update
    • Adviser group chat in Zoom channel
      • Office closed: 22nd December -  6th of January
        • Financial outcomes from Stephen Jones
          • Acquire new clients
            • Audits
              • Site visits
                • Next year's conference: September in Darwin.
                  • Tech tips
                    • PD Day: March in Melbourne
                      • Online training
                        • Peer groups
                          • AI Google recording
                            • Cyber risk
                              • ROA
                                • ASIC

                                  • Thanks for listening and happy streaming!

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                                  Advice Evolution - Non Weekly UpdateBy David Harris