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Here's how efficiency can become your greatest compliance risk.
If you can't measure it, you can't manage it – and you certainly can't improve it.
If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
Recent insights
If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
8 MIN READ
Here's how efficiency can become your greatest compliance risk.
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
3 MIN READ
If you can't measure it, you can't manage it – and you certainly can't improve it.
3 MIN READ
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
A recent statement from the CSLR has set off warning sirens throughout the advice profession – for good reason.
Even if it was only meant to target a narrow cohort, Div 296 has exposed a much broader cross-section of Australians. And advisers will now have to navigate it.
1 MIN READ
Need a referral system that actually brings in new clients? This guide shows you how to build it.
4 MIN READ
We recently hosted an AMA on all things Xplan Portfolio. What did we learn?