Recent DiscussionsTagged:Tagspeech 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...AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything! With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24t...How do you ensure a consistent client experience? In follow up to my article No adviser is an island, I'd love to know what practices are doing to keep the client experience front of mind for everyone in the team? How do you ensure the clients rec...What is the #1 process you have in your practice that makes you efficient? Being able to move Inspired Money forward, this is a question I had to ask myself very early. This allowed me to remove myself from the technical aspects of the advisory process and focus on driving ...What is your number 1 requirement when it comes to managing Client Correspondence? There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention t...
Themesclients67practice management58technology42policy27compliance26xplan24client engagement20investments18customer experience16advice production15
