📌Welcome to the Advisely community! Welcome to the Advisely Community! Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk a...Start here: Let's introduce ourselves! Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...
Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓 Xplan Hint: Editing existing insurances inside Risk Researcher Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you a...Let'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 lov...Your new Advisely Community Manager Hey everyone, Hugh here! I'm super excited to be introducing myself as your new Advisely Community Manager. I've worked across a bunch of different industries and jobs that have taken me all the wa...🤓 Xplan Hint: Visualising Aged Care Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care po...The Planner Who Wanted To Help Everyone Jennifer was one of the good ones. She built her business in Adelaide from the ground up, one client at a time, one conversation at a time, one late night at a time. Her motivation was simple: ...🤓 Xplan Hint: Stop Scrolling and Master Your File Notes How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes rela...Share your perspective on Adviser technology and win $1,000 We’re running a short survey to understand how advisers use and experience technology in their day-to-day work. Your insights will help shape how we support you via the Advisely community, and thro...
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