This was a pretty detailed update. It includes the next steps of what they need to achieve and it also includes some timelines.
Things are progressing well with CBA.
Boom 2 development is progressing
- Weekly and monthly meetings as well as progressing the pilot via live advice scenarios.
- More staff is being accredited to work with CBA and vice versa (more 2 week training scheduled).
- Increasing work from CBA
- Plan to Increase the number of paraplanners working with CBA.
So my expectation next qrt is further increase in revenue. More work being ordered + more paraplanners to work with them, that's a no brainer. The question is how much More? Double? Slightly more than Double?
- At its current stage able to service 50pc of client needs.
- Currently developing boom 2 to work on other services (retirement,etc) which will allow iam to service 80pc of client needs
Double would be nice...
Remember, don't put your house on a spekky. Leave the emotions elsewhere. There will be people with multiple opinions. But the fact Is, iam is getting more work and their relationship with CBA is getting closer...imho
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