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Advice Evolution - Non Weekly Update
Advice Evolution - Non Weekly Update episodes
- 2020 CEO Update #29, 11 December
Fair, complete, current and non conflicted
Financial planners are trusted and essentialCovid 2020 not countedWe had a good yearElectionsChinaCFS Rebate last one, if you get a big payment you will have some work to doAccess to filesCommunication choiceAGM - WTL, unit price $95PD Day, 3rd Dec - will do some Tech ones next, CFS Zoom updateCPD - Zurich, Russell etc...Aust SuperVaccine for CovidESG'sConferenceXmas, New year, VBP closed 21st to the 4th VBP break and xmas partyA21Fasea to FSCPConflictsCoaching/ business planningPIStatement of independence2021, start fresh22 min - 2020 CEO Update #28, 28 October - October Compliance Meeting
Advice Quality is generally good
Quality review program
Advice training and monitoring programNo ScoresWhole fileNote if not on WorksortedOSA does not need to be itemisedTrust and SMSF, entitiesPre advice documentsWorking papersInsuranceOSA and FDSSMSF prefer 2 SOA10 min - 2020 CEO Update #27, 16 October
Fair, complete and non conflicted
Financial planners are trusted and essentialSQM researchClare Shewan, plus 3 practices for DecemberGesamay and the teamUnit Price 28.35FDS - OSAZoom - Adviser chat, ops chatResearch process$3,500 average income per clientSite VisitsBendigo Simple superSurveycompliance questions to adviser chatBite sized advice, no ongoing,PD Day18 min - 2020 CEO Update #26, 02 October
Fair, complete and non conflicted
Financial planners are trusted and essentialCovid issuesGetting client Authorisationcompliance questions google sheetretirements, Brian and Dave HHUB24 - roll over from CFSConference Feb 23-27AE NPS SurveyVirtual AGM - 6 Nov ; 2-4 PMPraemium Webinar - Managed Accounts 14 Oct ; 11 AMteam updateboard meetingresearchportfolio constructionvirtual PD Day13 min - 2020 CEO Update #25, 08 September - Compliance Q & A Session with John & David
First Compliance Q & A Session with John Wright & David Harris
1 hr 10 min - 2020 CEO Update #24, 21 August
CEO Update # 24 talks about Financial Advisers are needed in the current climate, Conference, Zoom chat - set up, ASIC stance on dishonesty, Product recommendation - is it advice? Valuation - low-value clients, Revenue - understand it, Grandfathered clients, Tick box compliance - not the answer, pay sheets, payment systems, Resident Status OS, Best Interest Duties- want an adviser, Selecting Investments, CFS - Super, death benefits, smoker rates, Accountant & Mortgage broker - Chinese walls, Roldan and baby, Nina, Leam and Andrea
24 min - 2020 CEO Update #23, 03 July
Conference, CFS Date of Death, Conflict removal, Zoom adviser site, CFS relationship, Investment justification
20 min - 2020 CEO Update #22, 12 June
CEO Update # 22 covers Investment Portfolios, Like for like comparison, Appropriateness of Advice, Conference in Noosa and some more.
20 min - 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.
19 min - 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.
19 min
About Advice Evolution - Non Weekly Update
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Advice Evolution - CEO update, EO update, Inside Word