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When you’re in the thick of running a business, you’re often too close to see the inefficiencies, wasted effort or missed opportunities staring you right in the face.
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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...jessica.lamb2 years agoAdvisely Partner810Views12likes21CommentsAMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...1KViews10likes36CommentsAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...Resolved1.1KViews10likes50CommentsAMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, p...793Views9likes29CommentsAMA: 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 ...Anonymous2 years ago636Views7likes24Comments31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s...courtney.youngblutt2 months agoXplan Expert317Views7likes21CommentsAI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...luke.watson37 months agoAdvisely Contributor292Views7likes9Comments
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Hi everyone 👋
I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI).
We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear ...
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Recent insights
Recent insights
4 MIN READ
Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates. But what's next?
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How do we go about making financial planning a compelling career proposition?
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I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.
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3 MIN READ
ESG can deliver real value to clients, but only if it doesn't become yet another buzzword.
140Views
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When you’re in the thick of running a business, you’re often too close to see the inefficiencies, wasted effort or missed opportunities staring you right in the face.
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7 MIN READ
Shield, First Guardian and looking for bad apples in all the wrong places.
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1 MIN READ
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
147Views
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