Listen "CEO Update #35, 05 March 2021 "
Episode Synopsis
CEO Update # 35
Fair, complete, current and non conflicted
Financial planners are trusted and essential
Is easy for the practice best for the client?
Conference, next Conference, conference feedback 3-6 Nov
Peer Groups
awards Journey, Daines, Roe, United planning
Melbourne Visit and PD Day
Webinar 11 March - Managed accounts
Fee Spreadsheet
Gala Dinner
CPD
Fair, complete, current and non conflicted
Financial planners are trusted and essential
Is easy for the practice best for the client?
Conference, next Conference, conference feedback 3-6 Nov
Peer Groups
awards Journey, Daines, Roe, United planning
Melbourne Visit and PD Day
Webinar 11 March - Managed accounts
Fee Spreadsheet
Gala Dinner
CPD
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.