ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "2020 CEO Update #26, 02 October"
Episode Synopsis
Fair, complete and non conflicted
Financial planners are trusted and essential
Covid issues
Getting client Authorisation
compliance questions google sheet
retirements, Brian and Dave H
HUB24 - roll over from CFS
Conference Feb 23-27
AE NPS Survey
Virtual AGM - 6 Nov ; 2-4 PM
Praemium Webinar - Managed Accounts 14 Oct ; 11 AM
team update
board meeting
research
portfolio construction
virtual PD Day
Financial planners are trusted and essential
Covid issues
Getting client Authorisation
compliance questions google sheet
retirements, Brian and Dave H
HUB24 - roll over from CFS
Conference Feb 23-27
AE NPS Survey
Virtual AGM - 6 Nov ; 2-4 PM
Praemium Webinar - Managed Accounts 14 Oct ; 11 AM
team update
board meeting
research
portfolio construction
virtual PD Day
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
In God we trust