Listen "2020 CEO Update #24, 21 August"
Episode Synopsis
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
More episodes of the podcast Advice Evolution - Non Weekly Update
AE Group - CEO Update #67, 24 April 2025
24/04/2025
Advice Evolution - CEO Update #64
12/09/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.