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Listen "Advice Evolution - CEO Update #61, 22 February 2024"
Episode Synopsis
Quick recap
David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the importance of well-articulated objectives in the financial plan and cybersecurity in businesses. Changes to the CEO sign-up process, improvements to file management, and invoicing issues were also discussed.
CEO Update Summary >>> https://docs.google.com/document/d/1S72ml-HX7z12UK6B4s_habXUsKk8_MINrT-tw60ayFw/edit?usp=sharing
To keep you updated to all of AE podcast, visit our AE Intranet >>> https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts?authuser=0
Happy streaming!
David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the importance of well-articulated objectives in the financial plan and cybersecurity in businesses. Changes to the CEO sign-up process, improvements to file management, and invoicing issues were also discussed.
CEO Update Summary >>> https://docs.google.com/document/d/1S72ml-HX7z12UK6B4s_habXUsKk8_MINrT-tw60ayFw/edit?usp=sharing
To keep you updated to all of AE podcast, visit our AE Intranet >>> https://sites.google.com/view/adviceevolutionintranet/ae-updates-and-podcasts?authuser=0
Happy streaming!
More episodes of the podcast Advice Evolution - Non Weekly Update
AE Group - CEO Update #67, 24 April 2025
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Advice Evolution - CEO Update #64
12/09/2024
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