Advice Evolution - Non Weekly Update

Episode content:

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Let us get to know the first PY graduate of Advice Evolution, Corey Kovac as he shares his personal life and his experiences with Forbes Financial in Adelaide. Corey discusses his journey as a financial adviser, his approach to client meetings, and his charging methods.

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

Happy streaming 🎧

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!

Let's get to know AE's dedicated FPA, Nins, as she discusses her personal life and recreational hobbies. She also talked about her favorite tasks, what she appreciates most about her profession and her future plans.

Let's get to know Drea better as she discusses her personal and professional experiences. She discusses her role in Advice Evolution as well as in Tweed Financial. She discusses some of her favorite tasks and things she enjoys about her career. She also discussed some of her hopes and goals.

Stay up to date by visiting our AE Intranet >>> https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts/the-inside-word?authuser=0

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In this episode, Pia, from the Advice Evolution Support Team discusses her professional and work environment. Let us get to know her as she speaks about herself and her aspirations.

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Stay up to date by visiting our AE Intranet. You may click on this link:

https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts/the-inside-word?authuser=0

Thank you!

In this episode, Stu discusses how he started into advice and his business fundamentals. He also provided some amusing facts and details about his personal life.

Don't miss an episode!

Stay up to date by visiting our AE Intranet. You may click on this link:

⁠https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts/the-inside-word?authuser=0⁠

Thank you!

David Harris with Mark and Protip from iExtend

Episode content:

Let's learn about Jason of Set4life as he shares his background, passion, and interesting facts. He also speaks briefly about his work environment, its setup, and what he enjoys about it. He discusses his coolest and most memorable advising strategy, fee models, and incorporating AI in advice.