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New year, new Xplan

jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
8 months ago
In the fast-paced and ever-evolving landscape of financial planning, having a structured strategy for the next 12 months could be the key to long-term success. A comprehensive plan helps you stay on ...
Updated 7 months ago
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nathan.greenaway's avatar
nathan.greenaway
Visiting Enthusiast
7 months ago

Hi jessica.lamb, great article! Thanks for sharing. 

Quick question - when you say automating processes to track progress, could you please share an example of what you mean? 

Thanks! 

  • jessica.lamb's avatar
    jessica.lamb
    Icon for Advisely Partner rankAdvisely Partner
    7 months ago

    Hi nathan.greenaway 

    In relation to this point: 

    Review process: Ensure that your review process is efficient and comprehensive. This includes setting reminders for regular client reviews and automating processes to track progress.

     

    Automation in my experience is usally completed via Sheduler to send reports to Oporations Managers, Email clients who are due for a review, and kick off Review Cases or Review Tasks. 

    The Progressing Tracking is then completed within the report or via the Case/Task. 

    Hope that helps, but happy to dive further into these concepts if you have any follow questions. 

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