Advice Evolution - Non Weekly Update

CEO Update #7 briefly talks about the Team in Cebu who has started working from home due to the lockdown and the things the group can do in light of the coronavirus crisis.

CEO Update # 6 talks about the 2020 Conference postponement, Ongoing Service Agreement, Worksorted, Share Market, Long-term plans for VBP FPA's, Audits, Peer Groups, Melbourne PD Day and some more.

CEO Update #5 is mainly to update everyone about the 2020 Conference.

CEO Update # 4 talks about Recruiting, Conference, ifa Business Strategy Day, Prevets, file notes, knowing your numbers, Paraplanning, Feedsy Newsletter and some more. 

CEO Update # 3 talks about Review Process, Netwealth Advice Tech Survey, Internal Dispute Resolution, First Sentier, CFS, Podcasts from the Team, Conference, Praemium Platform, Xplan and some others. 

CEO Update # 2 talks about 2020 Cebu Conference, Paraplanning, Russell Investments, Site Visits, New Audit Process, New Auditor - Ricki-Lee Rundle, APL, Research & Cashflow Modelling, Fees and some more.  

CEO Update # 1 talks about Kaplan, Audit, AE Numbers, Cebu Conference, CEO Meetings with Morningstar and Worksorted, PD Days, Recruiting and Up Bank Account.

Final CEO Update talks about Specialists Accreditation, 2020 Cebu Conference tentative dates, VBP Conference, PI and finally Christmas greetings to all.

CEO Update #7 talks about CFS Volume Bonus, AE's position on The Code of Ethics, Site Visits, Fees, Education-change of the supplier from FEP to Kaplan effective 01 Jan 2020, Units Auction, Reviews, Feedsy Newsletter, Paraplanning, FASEA Exam and much more.   

CEO Update # 6 talks about Paraplanning, 2019 Conference Update, FASEA Study Groups, Welcomed New Advisers, Gesamay's promotion to Team Leader, Netwealth & Hub24 New Rate Cards, OSA & FDS, Board Meeting and much more.   

CEO Update # 5 talks about the Financial Wisdom fall-out, 2019 Conference Planning, Pre-Conference Wine Tour, Grant's Cebu Experience, State-based Ethics Study Groups,  Compliance, Feedsy Newsletter and Recruiting

CEO Update # 4 talks about the FASEA Exam, TAL Course, Ethics Course in Kaplan, Buying & Selling Books, Zurich Underwriting Team Presentation, FPA Team Tasks Standard Fees, Soapbox, Netwealth AdviceTech Report, Code of Ethics, Platform Fees, HUB24, Betashares and much more. 

CEO Update #3 talks about the CEO Cebu Trip, VBP Conference-Grant to attend, Paraplanning, 2019 Adelaide Conference agenda, DF increase, Recruiting, Advice Fees, FASEA Exam, AE Corporate Deal with Kaplan and some more. 

CEO Update # 2 talks about FASEA Exam, CEO Site Visits to include business planning, Business Planning Execution, Paraplanning Team, FY 18/19 Distribution, Recruiting, PD Days, CoreData Rewards, Mental Health and some more.

2019 CEO Update #1 talks about VBP Team movements, Worksorted, Audit System, Financial Mappers, Recruiting Update, CFS, Coredata Survey, CEO Visits, 2019 Conference in Adelaide, Grandfathered commission, FASEA, and some more.