Advice Evolution - Non Weekly Update

Advice Evolution - Non Weekly Update

By David HarrisBusinessManagement
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Advice Evolution - Non Weekly Update episodes

  • CEO Update # 39, 09 June 2021

    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

    25 min
  • CEO Update # 38, 17 May 2021, codeword "Optic"

    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

    19 min
  • CEO Update # 37, 13 April 2021

    CEO Update # 37

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential
    Introduce Brooke
    ROA
    Risk Profile.  Cash and Market linked. Income, growth and accumulation
    Lack of Independence
    PD Day
    FASEA exam
    Conference
    need for advice to be renewed
    CFS new terms - ASIC
    Instagram
    Nucleus - Shelley George
    OGS - AAA
    File prep for Audit
    number of ROA's

    23 min
  • CEO Update #36, 22 March 2021

    CEO Update # 36

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential
    Rain, Rain, Rain
    Melbourne, Adelaide
    Worksorted, ROA and Midwinter, Audits
    CPD and Adviser Register
    Referrals
    video to task support staff
    Worksorted for Audit
    CPD for Podcast
    AAA or OSA  (FOFA)
    Read your documents Agreements and ROA's etc..
    Codeword
    Melbourne PD Day
    Peer Groups
    Fees and spreadsheet
    May back in the Boarding House and Noemi is back home
    New adviser training - practice responsibility
    Staff roles and duties - Advisers keeping their hands off the admin
    OH&S
    Filing
    Easter

    26 min
  • CEO Update #35, 05 March 2021

    CEO Update # 35

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential
    Is easy for the practice best for the client?
    Conference, next Conference, conference feedback 3-6 Nov
    Peer Groups
    awards Journey, Daines, Roe, United planning
    Melbourne Visit and PD Day
    Webinar 11 March - Managed accounts
    Fee Spreadsheet
    Gala Dinner
    CPD

    15 min
  • CEO Update #34, 10 February 2021

    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

    15 min
  • CEO Update #33, 29 January 2021

    CEO Update # 33

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential

    Aust Super exp of Interest
    shared research document
    Ops team
    Ongoing Agreement vs annual agreement
    CFS ROA
    Conference update - Ethics
    Distribution - $4
    Site visits
    Survey???
    CPD
    Supervision and training - File checks
    Industry Exam

    14 min
  • CEO Update #32, 19 January 2021

    CEO Update # 32

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential
    Admin services are not advice
    Kaplan - 40 points and FASEA exam prep
    Midwinter integration with worksorted
    Update OSA regarding the fees that you charge
    Katherine Hunt
    Australian Super

    11 min
  • CEO Update #31, 12 January 2021

    CEO Update # 31

    Fair, complete, current and non conflicted
    Financial planners are trusted and essential
    Welcome back
    Covid and US
    VBP orphan Xmas
    Conference
    Clean slate for 2021
    This years goals - SOA, Standard Docs, practice efficiency.
    look at your processes
    X plan full suite, with more research, ETF's and ASX (comparison)
    Welcome - Phill McGann, John Vaitsas, Gus Flack, Clare Shewan, Christine Kiernan, Anna Materne, Triona Thompson
    Remove commissions from FSG
    Check your income statements and profit
    5 year Goal
    Take time with your family and do some exercise
    Be Positive!!!

    18 min
  • 2020 CEO Update #30, 15 December

    Fair, complete, current and non conflicted

    Financial planners are trusted and essential
    Fee increase
    PI
    Recruiting
    Aust Super
    Pay this week and on the 5th
    Conference RSVP
    VBP  18th to the 4th
    Xmas party Friday

    Merry and safe Christmas

    7 min

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Advice Evolution - CEO update, EO update, Inside Word