Advice Evolution - Non Weekly Update

CEO Update # 9 talks about Being removed as an advisor for non-clients, Paraplanning Pricing, Legislative changes, Grandfathered commission, myGov program, First Tech direct number 1800 702 281  and Webinar Invitations. 

CEO Update #8 briefly talks about the recent situation of AE Support Team in VBP relating to Covid 19.

CEO Update #7 briefly talks about the Team in Cebu who has started working from home due to the lockdown and the things the group can do in light of the coronavirus crisis.

CEO Update # 6 talks about the 2020 Conference postponement, Ongoing Service Agreement, Worksorted, Share Market, Long-term plans for VBP FPA's, Audits, Peer Groups, Melbourne PD Day and some more.

CEO Update #5 is mainly to update everyone about the 2020 Conference.

CEO Update # 4 talks about Recruiting, Conference, ifa Business Strategy Day, Prevets, file notes, knowing your numbers, Paraplanning, Feedsy Newsletter and some more. 

CEO Update # 3 talks about Review Process, Netwealth Advice Tech Survey, Internal Dispute Resolution, First Sentier, CFS, Podcasts from the Team, Conference, Praemium Platform, Xplan and some others. 

CEO Update # 2 talks about 2020 Cebu Conference, Paraplanning, Russell Investments, Site Visits, New Audit Process, New Auditor - Ricki-Lee Rundle, APL, Research & Cashflow Modelling, Fees and some more.  

CEO Update # 1 talks about Kaplan, Audit, AE Numbers, Cebu Conference, CEO Meetings with Morningstar and Worksorted, PD Days, Recruiting and Up Bank Account.

Final CEO Update talks about Specialists Accreditation, 2020 Cebu Conference tentative dates, VBP Conference, PI and finally Christmas greetings to all.