ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "CEO Update #36, 22 March 2021"
Episode Synopsis
CEO Update # 36
Fair, complete, current and non conflicted
Financial planners are trusted and essential
Rain, Rain, Rain
Melbourne, Adelaide
Worksorted, ROA and Midwinter, Audits
CPD and Adviser Register
Referrals
video to task support staff
Worksorted for Audit
CPD for Podcast
AAA or OSA (FOFA)
Read your documents Agreements and ROA's etc..
Codeword
Melbourne PD Day
Peer Groups
Fees and spreadsheet
May back in the Boarding House and Noemi is back home
New adviser training - practice responsibility
Staff roles and duties - Advisers keeping their hands off the admin
OH&S
Filing
Easter
Fair, complete, current and non conflicted
Financial planners are trusted and essential
Rain, Rain, Rain
Melbourne, Adelaide
Worksorted, ROA and Midwinter, Audits
CPD and Adviser Register
Referrals
video to task support staff
Worksorted for Audit
CPD for Podcast
AAA or OSA (FOFA)
Read your documents Agreements and ROA's etc..
Codeword
Melbourne PD Day
Peer Groups
Fees and spreadsheet
May back in the Boarding House and Noemi is back home
New adviser training - practice responsibility
Staff roles and duties - Advisers keeping their hands off the admin
OH&S
Filing
Easter
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12/09/2024
In God we trust