Blog Post

Xplan Hub

3 MIN READ

Xplan insights from the Advisely client engagement webinar

jessica.lamb

Advisely Partner

2 years ago

Industry experts Deborah Kent and Tony Stephens shared some very useful insights in the most recent Advisely webinar. If you haven't seen, check it out here. Deb's practical experience was closely ...

Updated 2 years ago

Version 4.0

xplan

jessica.lamb

Advisely Partner

Joined November 08, 2023

View Profile

Xplan Hub

The tools you need to make the most out of Xplan.

andrea.jenkins

Network Navigator

2 years ago

Was this webinar recorded? Is it available to view?

primrose.foster
Advisely Team
2 years ago
andrea.jenkins - yes it sure was! Simply view it here: What your clients don’t tell you | Advisely.
- andrea.jenkins
  Network Navigator
  2 years ago
  Thankyou
  - primrose.foster
    Advisely Team
    2 years ago
    andrea.jenkins
    
    My pleasure! Let us know any questions or thoughts you have once you watch it.

The psychology of client engagement

If you've ever spent any time awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process.

drkatherine.hunt

6 months ago

296Views

3likes

1Comment

XPLAN Adviser AutoSet Extracts

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

dianne.preece.0

3 months ago

30Views

1like

2Comments

How the new Aged Care Act impacts advisers

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

Louise-Biti

3 months ago

4.3KViews

9likes

7Comments

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

104Views

2likes

1Comment