2020 CEO Update #27, 16 October

16/10/2020 17 min

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