Listen "2020 CEO Update #27, 16 October"
Episode Synopsis
Fair, complete and non conflicted
Financial planners are trusted and essential
SQM research
Clare Shewan, plus 3 practices for December
Gesamay and the team
Unit Price 28.35
FDS - OSA
Zoom - Adviser chat, ops chat
Research process
$3,500 average income per client
Site Visits
Bendigo Simple super
Survey
compliance questions to adviser chat
Bite sized advice, no ongoing,
PD Day
Financial planners are trusted and essential
SQM research
Clare Shewan, plus 3 practices for December
Gesamay and the team
Unit Price 28.35
FDS - OSA
Zoom - Adviser chat, ops chat
Research process
$3,500 average income per client
Site Visits
Bendigo Simple super
Survey
compliance questions to adviser chat
Bite sized advice, no ongoing,
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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.