Advice Evolution - Non Weekly Update

CEO Update #43, 20 August 2021


Listen Later

Advice Dividend - we are a professional occupation

Communication
ATMP - Tal (Krystal). Covid and Files, employed advisers
Conference
Code word - You will have to Listen :-)

Investment selection - Quals and let us know

OSA - AE needs to know
PD Day - 01 September
Get Vaccinated
Ops team and Huddle, ROA
How do I sell my business
DDO - TMD
TPB
Website
SSHH Financials
File preparation

...more
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Advice Evolution - Non Weekly UpdateBy David Harris