I'm Kim Payne, Advisely client expert

Xplan insights from the Advisely client engagement webinar

The first date, the love note and the anniversary: can Xplan help with all three?

jessica.lamb

11 months ago

782Views

2likes

4Comments

Growing your PY adviser

We're often asked how we retain our PY advisers after they complete the year, and the answer is simple.

jenny.brown

4 months ago

617Views

6likes

5Comments

Thank you for creating this platform I am interested in keeping up to date with new efficiencies that are available within the advice space. Question, will this forum be made available via an App? I ...

matthew.kitchen

2 years ago

92Views

2likes

1Comment

Help your clients Visualise their future

You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?

courtney.youngblutt

2 months ago

306Views

2likes

1Comment

Blog Post

I'm Kim Payne, Advisely client expert

Let’s cut down the inefficiencies that take valuable time away from client relationships.

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