we would need Patrick or George to explain really but as i understand the pilot was essentially focused in on CBA CFP clients with EY providing the kpi’s and auditing the pilot.
it’s my understanding that with the results in from the pilot validating Boom software, Paraplaning and admin services the NewCo head Yettan with clear air approved iam service for use in the 800/ odd planning groups under CF & FW umbrella but unlike its salaried planners in CFP can’t mandate a bunch independents
Broker Reports - Research - Media Coveridge, page-63
-
- There are more pages in this discussion • 25 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
