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Listen "Advice Evolution Group - CEO Update #65, 26 November 2024"
Episode Synopsis
In this episode, David Harris discussed about:
2024 Brisbane conference post-update
Adviser group chat in Zoom channel
Office closed: 22nd December - 6th of January
Financial outcomes from Stephen Jones
Acquire new clients
Audits
Site visits
Next year's conference: September in Darwin.
Tech tips
PD Day: March in Melbourne
Online training
Peer groups
AI Google recording
Cyber risk
ROA
ASIC
Thanks for listening and happy streaming!
To keep you updated to all of AE podcasts, visit our AE Intranet >>>
https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts
2024 Brisbane conference post-update
Adviser group chat in Zoom channel
Office closed: 22nd December - 6th of January
Financial outcomes from Stephen Jones
Acquire new clients
Audits
Site visits
Next year's conference: September in Darwin.
Tech tips
PD Day: March in Melbourne
Online training
Peer groups
AI Google recording
Cyber risk
ROA
ASIC
Thanks for listening and happy streaming!
To keep you updated to all of AE podcasts, visit our AE Intranet >>>
https://sites.google.com/view/adviceevolutionintranet/ceo-updates/podcasts
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