Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
Licensees team up on AI governance due diligence
The Licensee Leadership Forum has been working on an AI governance due diligence program to develop best practice guidelines to lift industry standards, as some high-performing networks have leveraged AI to lift adviser output to serving over 200 clients.
Leave a Comment
You must be logged in to post a comment.