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Recent Discussions

AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Have a burning policy question on DBFO or CSLR? Join me here onWednesday 31st July from 2pm to 2:30pm. With 12 years of experience in the professional association space working on the development...
Phil-Anderson
Advisely Partner
4 days ago
policy
229Views
3likes
4Comments
POLL: Advisers, what do you wear to client meetings?
I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion...
Rainier-Reyes
Advisely Team
5 days ago
client engagement
marketing
19Views
1like
1Comment
AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...
Matthew
Iress Team
5 days ago
xplan
417Views
7likes
20Comments
What Skills Matter in an AI-Driven Financial Services Industry?
I've been giving a lot of thought to how the increasing presence of artificial intelligence will affect how we hire and develop talent in the financial services industry. Would love to hear what ever...
roccomusumeci
Exploring Newcomer
9 days ago
technology
135Views
5likes
7Comments
speech to text - Xplan integration
Hi there I am new here and work as Xplan site admin so asking on behalf of an adviser. Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially...
PS
Virtual Explorer
17 days ago
xplan
319Views
3likes
13Comments
Falling into Advice
Question: Who has had a great experience in the last couple of years, that they would like to shar, bringing on a new adviser from another career, location, education back ground? Why? We are no...
Alisdair
Advisely Partner
23 days ago
practice management
succession
32Views
2likes
1Comment
Has anyone used an avatar or AI for client engagement yet?
Hey everyone, I've seen a few sessions about advisers using an avatar to present SOAs amongst other parts of the process for client engagement. I also work with a large Mortgage Broking practice who ...
MatTenison
Advisely Board
23 days ago
39Views
2likes
1Comment
Let's talk file notes.
Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil. I'd lov...
Tamara-Morey
Advisely Partner
2 months ago
255Views
3likes
9Comments
AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
ZitaWhite
Iress Team
2 months ago
technology
xplan
632Views
4likes
27Comments

Themes

practice management69

client engagement22

advice production19

customer experience16