Advice Evolution - Non Weekly Update

Focus App - Look at ways to focus your time

Zoom Plug ins - Meeting minutes

Metaverse

Crypto, Bitcoin and Eutherian

Crypto Wallet

Lets be ready and educated to talk about the New web

Influencers - are they bad or really good - 6 park

Open banking

Wholesale clients (PI)

Plutosoft 

Asendium

Dash

Its all about Advice

In this podcast, David and Roldan were talking about Reviews and the New Review File Note to be able to help the Advisers for their review process.

This Episode covers the following:

XY Adviser All Licensee PD Day (10 CPD points available) 3rd June 2022

Graduate Program (Utilising the Striver Platform) - Reach out to Brooke to show your interest in attending an information session.

Reminder about the Core Data Licensee Survey

2022 Conference in Margaret River

Jeremy Paul was very generous and gave us his time for a Keynote speech at the conference in Coogee.

This podcast is a follow up on that about his job at Bendigo which at that time was Funeral Bonds.

The contact is Trevor Birks

[email protected]

David, Jodie and Gesamay go through what you need for a review and how we can help

Update the data

Re confirm the objectives

Check the product and underlying portfolio

Give some advice

Pick a file for your next Audit and tell us so we can check your process.

4 Pillars

Departures - Chas and Andy Darroch

Welcome back

Covid??

VBP status - donation etc

FPA of the year

Conference, new content

Face to Face Board meeting

Site visits

New TL's

Pays

Exited Advisers BP, HV, NB, NC, AW

Education standards

CPD

Intranet

Audit process and finding your info

File notes vs advice

Awards

Conf RSVP

Practice staff to conference

Whats next for 2022

Merry Xmas May and the team

Typhoon

Pays

Distribution

VPB Xmas Party

Northern Beaches storm

Cricket

New structure for 2022

FASEA

Farewell BP, NB, Hank

Go Fund me page https://gofund.me/980ae7fd

CPD don't panic

Recruiting

PD Days

xy Adviser

Conference

Update on Cebu

When VBP come back to work

Xmas

Unit Auction

AE Virtual party

State based catch ups

FASEA

Compliance

Is there evidence of free, prior or informed consent on file

Is there evidence that the client understood the advice prior to proceeding?

Is there evidence on file on how the advice fees (Upfront/ongoing) has been determined?

CPD

FPA of the year, Jude, Jessele, Leam, Migs, Dan

Noems got a haircut

Last pay

Distribution in January

Referrals

10 Years!!! functions, Hamper

PI

VBP closed from the 22nd until the 4th