Advice Evolution - Non Weekly Update

By David Harris

Advice Evolution - CEO update, EO update, Inside Word... more

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FAQs about Advice Evolution - Non Weekly Update:

How many episodes does Advice Evolution - Non Weekly Update have?

The podcast currently has 109 episodes available.

Advice Evolution - Non Weekly Update episodes:

May 29, 2020 2020 CEO Update #21, 29 May - Interview with the AE Support Team Leader/Manager - Gesamay Barit
This interview with the Advice Evolution Support Team Leader Gesamay Barit covers how the VBP Team can best support the Group in terms of admin and other back-office tasks.
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19min
May 28, 2020 2020 CEO Update #20, 28 May
In this update, David talks about the 2020 Conference, PI Cover, Code of Ethics, Managed Accounts and some more.
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19min
May 22, 2020 2020 CEO Update #19, 22 May - Conference
David talks about CFS, Conflicts and the conference
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12min
May 20, 2020 2020 CEO Update #18, 20 May - Interview with John Wright
This second interview with John Wright covers compliance around FDS's and New Advice, Best Interest Duty, TWA's Execution only - Client directed, Scoping and File Notes and some more.

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45min
May 14, 2020 2020 CEO Update #17, 14 May - Interview with Simon Betchley from Worksorted
CEO Update # 17 is an interview with Simon Betchley from Worksorted (Advice Evolution's CRM).
The interview covers about Worksorted's Recent Integrations (Dropbox & other online storage, Financial Mappers and Docusign), Full license capabilities, what they're doing for Advice Evolution at the moment (label consolidation) and some more.
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23min
May 11, 2020 2020 CEO Update #16, 11 May
CEO Update # 16 covers Code of Ethics, Audit Actions, Procedures Manual for Practices, Worksorted, Financial Mappers and some more
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13min
May 11, 2020 2020 CEO Update #15, 11 May - Interview with AE's Chairman of the Board Grant Simpson
This Interview with AE's Chairman of the Board covers AE's position in the Board Perspective.
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11min
May 08, 2020 2020 CEO Update #14, 08 May - Interview with Rebecca Wokes from Netwealth
CEO Update # 14 is an interview with Nethwealth's Senior Distribution Manager Rebecca Wokes. The interview covers about Netwealth as a platform, managed accounts and some more.
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20min
May 05, 2020 2020 CEO Update #13, 05 May
CEO Update number 13 covers the Virus App, PI run off, Worksorted, Financial Mappers, Redundancy, Research, the fee debate and much more.
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21min
April 27, 2020 2020 CEO Update #12, 27 April - Interview with John Wright
This interview with John Wright talks about compliance; especially around the best interest duty and scoping of advice.
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21min

FAQs about Advice Evolution - Non Weekly Update:

How many episodes does Advice Evolution - Non Weekly Update have?

The podcast currently has 109 episodes available.