Advice Evolution - Non Weekly Update

Andrew Collis of Prospero Financial Planning, previous Adviser of the Year of Advice Evolution talks about advice and life in Melbourne.

Now you can outsource Risk insurance and keep it within AE

Reach out to the team to get added to the Zoom group

Ash Montesin of Regional Financial Solutions, AE Adviser of the year talks about advice and life in Forster

This episode covers the following topics:

1. AE Conference 2023 - RSVP

2. AE Graduate Program & Striver

3. Upcoming PD Day in March 2023

4. Adviser Referrals

CEO Update #56

Year in review

Audits - over achieving and new system

Conference in Cebu - RSVP and travel VBP conf

Tax Practitioner Board - No more

Model Portfoilio

Ops team on Leave 21st to the 4th

January - time to reflect

CPD - get it done

Grad Programme

Pays - 21 December & 18th Jan

Adviser Podcast

QAR 16th

CSLR

Xmas New Year

This podcasts covers short and sweet conference update - Margaret River 2022.

In this podcast, Brooke is joined by special guest, Tahlia Webster as they discuss all things marketing. The four major points being explored in this episode include: Identifying your USP, knowing your target audience, and the importance of having a great Website & Marketing Channels. If you would like more information, please reach out to Brooke.

Individual licensing - FPA, PP.  Professionalism

ALRC - 3 year to presentation, 10 year to deliver, Sept 22, Nov 23 (Final) Website now

QAR - Michelle Levy. Low hanging fruit

1. Advice Docs

2. TMD

3. General Advice

4. Not having to give full advice

5. Language

6. Tax deductibility

Adding value, 

Remove fear of the regulator

Finfluences

Vertical integration

Insurance commissions

Mental Health

Andrew Inwood and Core Data insights

Self Defence - don't be stupid

11 points to consider - Email to follow