Advice Evolution - Non Weekly Update

David Harris with Mark and Protip from iExtend

Episode content: 2023 Look back The Education Process for 2024 Fee Increase End-to-end process & IFF modeling tool Quality Advice Review ROA system Compliance Communication

Let's learn about Jason of Set4life as he shares his background, passion, and interesting facts. He also speaks briefly about his work environment, its setup, and what he enjoys about it. He discusses his coolest and most memorable advising strategy, fee models, and incorporating AI in advice.

Jacky from Lifetime Financial Group shares her roots, passion, and interesting trivia to help us get to know her better. She talked about her role in LFG, the setup of her workspace, and her favorite aspects of her profession.

Get to know Grets and what she enjoys about advising. In this episode, she will also discuss how she gets into the advice and how it connects to some of her life passions.

In this episode, we will discuss: PD Day in Sydney (Ensombl) AE Advisers Catch-Up Melbourne Visit 2024 Brisbane conference SSHH Unit Trust AGM & GM SOA (Advice Objectives) Training Breaches Christmas Thanks for listening!

Get to know Townie as he talks about a little something about himself and his advising styles and strategies.

Let us hear from Kristy as she discusses her personal preferences, hobbies, and her journey from admin to advising. She also talked about her coolest strategies and what's next for KmacD Financial.

Matt from Oakwell Financial Advice, North QLD, talks about his experiences in running the business, some of his personal stuff as well as interests, hobbies, and studies. He also describes what he likes about advising and his perfect client.

In this podcast, we will discuss: Licensee Summit Conference, Immigration, Streaming, and recording Gala Dinner Philippines experience Business Planning, know your numbers.  Agreements, Average fee, Cost to serve, Profit End-to-End Process ALRC report C QAR Education requirements Inside Word Corey, Troy Wilkinson, Susan, Hock, Gary, Tim, Stuart

Maiti who works in United Planning talks a little about his culture, his advice journey, interests and hobbies, and life in Sydney.

Reegan Wass of Cox Financial, talks about advice, a hot off-the-press update about the business, and life in Townsville.

EO Ensombl ALPD Day Recap

Andrew Collis of Prospero Financial Planning, previous Adviser of the Year of Advice Evolution talks about advice and life in Melbourne.

Now you can outsource Risk insurance and keep it within AE Reach out to the team to get added to the Zoom group

Ash Montesin of Regional Financial Solutions, AE Adviser of the year talks about advice and life in Forster

PD Day 3 May, Melb Conference - not toooo late QAR Government Iff Welcome, Matt C, Matt H, Matt M, Gretel Graduates - Striver..... Site Visits Audits - Mimi Capital raising, share offers "The Inside Word" Fixed Term Agreements' PI Survey results and thanks Support team tasks 3CX

This episode covers the following topics: 1. AE Conference 2023 - RSVP 2. AE Graduate Program & Striver 3. Upcoming PD Day in March 2023 4. Adviser Referrals

CEO Update #56 Year in review Audits - over achieving and new system Conference in Cebu - RSVP and travel VBP conf Tax Practitioner Board - No more Model Portfoilio Ops team on Leave 21st to the 4th January - time to reflect CPD - get it done Grad Programme Pays - 21 December & 18th Jan Adviser Podcast QAR 16th CSLR Xmas New Year

This podcasts covers short and sweet conference update - Margaret River 2022.

In this podcast, Brooke is joined by special guest, Tahlia Webster as they discuss all things marketing. The four major points being explored in this episode include: Identifying your USP, knowing your target audience, and the importance of having a great Website & Marketing Channels. If you would like more information, please reach out to Brooke.

Individual licensing - FPA, PP.  Professionalism ALRC - 3 year to presentation, 10 year to deliver, Sept 22, Nov 23 (Final) Website now QAR - Michelle Levy. Low hanging fruit 1. Advice Docs 2. TMD 3. General Advice 4. Not having to give full advice 5. Language 6. Tax deductibility Adding value,  Remove fear of the regulator Finfluences Vertical integration Insurance commissions Mental He...

Self Defence - don't be stupid Passive Defense - 2FA etc 11 Point check Trello for Gmail Cyber security uncut Servers are complicated and hard to secure Emailing bank detail!! 11 points to consider - Email to follow 1. firewall 2. Keep security up to date 3. Have a policy and insurance 4. VPN 5. Educate, Educate, Educate - Avoid stupidity 6. Safe passwords - Electronic 7. Back up 8. Anti Malware 9...

Focus App - Look at ways to focus your time Zoom Plug ins - Meeting minutes Metaverse Crypto, Bitcoin and Eutherian Crypto Wallet Lets be ready and educated to talk about the New web Influencers - are they bad or really good - 6 park Open banking Wholesale clients (PI) Plutosoft  Asendium Dash

Its all about Advice Fair, complete and without conflict We trust you XY PD Day and slides Code word Summits Cyber security Fee consent Complaints Referrals VBP awards Conference Roey going to VBP conference Tom Skidmore The Market - Fundy's can help Advice!! Travel for conference Peer reviews Reviews this month for ATMP Get your remediation done Paraplanning Equity stake??