Episode 33 highlights:

• Philip makes it 63 times around the sun!

• Jess Gaurke, Director of Compliance at USAdvisors Network joins us to discuss Regulation BI

• History and Background of Reg BI

• The four obligations of Reg BI – Disclosure, Care, Conflict and Compliance

• The importance of documentation

• Details of the Care obligation

The article section reviews a piece titled “Want to Be More Productive? Try Doing Less.” from the Harvard Business Review.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

06:39 Podcast Contact Info

07:37 Special Guest Jess Gauerke on Regulation BI

56:44 Article Review

1:05:22 Wrap Up

1:06:44 Disclaimer