Advice Evolution - Non Weekly Update

CEO Update #7 talks about CFS Volume Bonus, AE's position on The Code of Ethics, Site Visits, Fees, Education-change of the supplier from FEP to Kaplan effective 01 Jan 2020, Units Auction, Reviews, Feedsy Newsletter, Paraplanning, FASEA Exam and much more.   

CEO Update # 6 talks about Paraplanning, 2019 Conference Update, FASEA Study Groups, Welcomed New Advisers, Gesamay's promotion to Team Leader, Netwealth & Hub24 New Rate Cards, OSA & FDS, Board Meeting and much more.   

CEO Update # 5 talks about the Financial Wisdom fall-out, 2019 Conference Planning, Pre-Conference Wine Tour, Grant's Cebu Experience, State-based Ethics Study Groups,  Compliance, Feedsy Newsletter and Recruiting

CEO Update # 4 talks about the FASEA Exam, TAL Course, Ethics Course in Kaplan, Buying & Selling Books, Zurich Underwriting Team Presentation, FPA Team Tasks Standard Fees, Soapbox, Netwealth AdviceTech Report, Code of Ethics, Platform Fees, HUB24, Betashares and much more. 

CEO Update #3 talks about the CEO Cebu Trip, VBP Conference-Grant to attend, Paraplanning, 2019 Adelaide Conference agenda, DF increase, Recruiting, Advice Fees, FASEA Exam, AE Corporate Deal with Kaplan and some more. 

CEO Update # 2 talks about FASEA Exam, CEO Site Visits to include business planning, Business Planning Execution, Paraplanning Team, FY 18/19 Distribution, Recruiting, PD Days, CoreData Rewards, Mental Health and some more.

2019 CEO Update #1 talks about VBP Team movements, Worksorted, Audit System, Financial Mappers, Recruiting Update, CFS, Coredata Survey, CEO Visits, 2019 Conference in Adelaide, Grandfathered commission, FASEA, and some more.