File Audits – being compliance ready

Business Mastery Webinars


Date / Time: December 12, 2017 10:00 am AEST
Duration: 45 minutes

During this session, Glenn Darcy, Broker Mentor and Stephanie Kennar, will discuss the importance of having your files compliance ready. We'll walk through the checklist we use to review your files and the how to's: - File notes; content and storage - Completion of documents - Uploading documents in Chief You will be able to ask questions via the text Q&A which is anonymous from other participants. A phone meeting after participating in the webinar can also be arranged for individual coaching.

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