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Widespread changes to aged care rules are imminent. Is your practice ready?
How do we go about making financial planning a compelling career proposition?
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.
ESG can deliver real value to clients, but only if it doesn't become yet another buzzword.
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12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit...
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
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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Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates.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?
Widespread changes to aged care rules are imminent. Is your practice ready?
How do we go about making financial planning a compelling career proposition?
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.
3 MIN READ
ESG can deliver real value to clients, but only if it doesn't become yet another buzzword.
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.
7 MIN READ
Shield, First Guardian and looking for bad apples in all the wrong places.
1 MIN READ
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
3 MIN READ
M&A failures rarely make headlines, but there are often some common underlying factors.