Objectives

David talks about getting the client objectives to flow through the advice and to be the centerpiece of the advice

Files

Files should be well named, structured, not contain duplicate documents and have some consistency

Fair, current, complete and free of conflict

We are our clients only financial adviser

Covid breakout

FDS and access

CFS letters

Conference RSVP's

reminder about PD day 7th July

FDS for departing clients

FSG finalisation

EOFY

Distribution

Fair, current, complete and free of conflict 

We are our clients only financial adviser

APL

payment catchup

Payway

dont give away advice

Ongoing admin vs advice

Intranet

pay frequency

Innovation summit

Anchor app

Millennials

Scoping, making sure the advice matches the clients wishes

Codeword

ROA?

Risk profile?

Surveys

Individual advice means the product and investment choice should come after

Pro Bono, Low value clients

CFS update - KKR, Rosco, new CEO

Licensee Summit

Fair, complete, current and non conflicted Financial planners are trusted and essential ongoing arrangements and Documents Practice Management class, Ops staff training Intranet FSG Update Video Tasking PD Day Hybrids ETF's Digital Currency Video Testimonials, Web site Welcome Tin and Maria (Allie) Peer group sessions Site Visits Payway - payment for card fees Adviser Office number on the invoice Huddle ROA's and request form

CEO Update # 37

CEO Update # 36

CEO Update # 35

CEO Update # 34

Fair, complete, current and non conflicted

Financial planners are trusted and essential

Best Practice v Ethical

File Checklist and VBP completing

Compliance Videos

Scoping

Conference Agenda

CEO Site Visits

CEO Update # 33

CEO Update # 32