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What happened at Shield and First Guardian should not be possible.
Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
Blake Briggs talks licensing, Treasury and moving on from "the big end of town."
Whether you’re considering selling or acquiring, it’s important that you have a plan of attack.
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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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Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
2 MIN READ
What happened at Shield and First Guardian should not be possible.
2 MIN READ
Ever wished that Xplan could just "do it for you"?
7 MIN READ
Blake Briggs talks licensing, Treasury and moving on from "the big end of town."
2 MIN READ
Have you ever thought, “I wish this task could just run itself?”
1 MIN READ
Whether you’re considering selling or acquiring, it’s important that you have a plan of attack.
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Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates.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?