CEO Update # 31

Fair, complete, current and non conflicted

Financial planners are trusted and essential

Welcome back

Covid and US

VBP orphan Xmas

Conference

Clean slate for 2021

This years goals - SOA, Standard Docs, practice efficiency.

look at your processes

X plan full suite, with more research, ETF's and ASX (comparison)

Welcome - Phill McGann, John Vaitsas, Gus Flack, Clare Shewan, Christine Kiernan, Anna Materne, Triona Thompson

Remove commissions from FSG

Check your income statements and profit

5 year Goal

Take time with your family and do some exercise

Be Positive!!!