Recent Discussions
AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Have a burning policy question on DBFO or CSLR? Join me here onWednesday 31st July from 2pm to 2:30pm. With 12 years of experience in the professional association space working on the development and advocacy of major financial advice policy, I'm here to answer all your questions. Start popping in your questions below ahead of time and Ask Me Anything! Save the AMA date in your calendar here.Don't forget to click the bell button in the top-right corner to follow the discussion thread.Phil-Anderson4 days agoAdvisely Partner
229Views3likes4CommentsPOLL: Advisers, what do you wear to client meetings?
I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion about how the choices you make with attire ultimately influence the level of trust your clients have in your service. The interesting part to me, at least, was not whether you should or shouldn't wear a hoodie to meetings but how consistent wearing said hoodie is with your brand. So I want to know from the advisers here – what do you wear to client meetings and what impression do you think clients have of what you're wearing? Do you have any stories of mistaken first impressions?Rainier-Reyes4 days agoAdvisely Team
19Views1like1CommentAMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions in thediscussion forums and make sure you tag me at MatthewMatthew4 days agoIress Team
416Views7likes20CommentsWhat Skills Matter in an AI-Driven Financial Services Industry?
I've been giving a lot of thought to how the increasing presence of artificial intelligence will affect how we hire and develop talent in the financial services industry. Would love to hear what everyone else is thinking. As AI gets better at handling routine tasks and data analysis, the kind of work we typically give to new hires to cut their teeth on, it raises some important questions. For starters, what kind of roles and responsibilities should we be hiring for now? Should we be focusing more on bringing in people with strong interpersonal skills, emotional intelligence, and strategic thinking abilities? People who are able to form genuine relationships with clients and come up with original solutions to difficult problems? What do you think are the key roles we should be hiring for now? I'm eager to hear your ideas on how businesses can attract, nurture, and retain top talent in this new era.roccomusumeci9 days agoExploring Newcomer135Views5likes7Commentsspeech to text - Xplan integration
Hi there I am new here and work as Xplan site admin so asking on behalf of an adviser. Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially with File notes and Tasks? Thanks PSPS17 days agoVirtual Explorer319Views3likes13CommentsFalling into Advice
Question: Who has had a great experience in the last couple of years, that they would like to shar, bringing on a new adviser from another career, location, education back ground? Why? We are now talking to a diverse range of ‘future advisers’ from all types of backgrounds including the undergraduates university cohort Striver is known for. ‘Falling into Advice’ is part of the fabric of what has got the profession to where it is today.Alisdair23 days agoAdvisely Partner
32Views2likes1CommentHas anyone used an avatar or AI for client engagement yet?
Hey everyone, I've seen a few sessions about advisers using an avatar to present SOAs amongst other parts of the process for client engagement. I also work with a large Mortgage Broking practice who have been seeing the same stories, where some of their peers are using bots for engagement and queries. One tool sits in on zoom meetings like a separate attendee, then records the whole meeting and transcribes, which can then be summarised. I'm really keen to start using some of these tools wondering if anyone has started using this tech and what your experience has been? Any tips for beginners?MatTenison23 days agoAdvisely Board
39Views2likes1CommentLet's talk file notes.
Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil. I'd love to know how advisers are tackling file notes in your practice. Are they: Written / typed Speech to text (with the use of software or manual entry from a dictation) Recorded as audio / video only Does anyone feel like they've nailed the file note process and are doing it efficiently?Tamara-Morey2 months agoAdvisely Partner
255Views3likes9Comments