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