Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagEfficient vs Effective I'd love to hear the experts' views on Efficient vs Effective, please. I think we fall into the trap as business owners and advisers of focussing on efficiency at the expense of being effective. For ...Client portal What is the most user friendly client portal? Client reviews G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...speech 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...Xplan TaskHub Xplan's new TaskHub. Who has been using this and can you share your experiences please. Thanks Rob. Streamlining the production of SOAs I really enjoyed reading this piece on "Is the SOA worth the piece of paper it is written on" - and would love to know what tools & tactics other advisers use to help streamline the production of SOA...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...
Search by themepractice managementxplanclient engagementclientstechnologycompliancepolicyadvice servicingadvice productionsuccessionmarketinggeneralcase studyinvestmentsinsuranceadvice executionsocial & randomoff-topic
