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
