I'm Alisdair Barr, Advisely recruitment and business strategy expert

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Updated 2 years ago

Version 10.0

Alisdair.Barr

Advisely Partner

Joined 08 November 2023

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Growth

There's a lot that goes into building an advice business that the client never sees. We do.

XPLAN Adviser AutoSet Extracts

Is it possible to extract a report of all users and their AutoSet user options?

dianne.preece.0

2 months ago

29Views

1like

2Comments

How the new Aged Care Act impacts advisers

Widespread changes to aged care rules are imminent. Is your practice ready?

Louise-Biti

23 days ago

1.5KViews

7likes

5Comments

Advisely App

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

99Views

2likes

1Comment

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

8 months ago

668Views

6likes