📌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: Client Hub - your one-stop-shop for client activity Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...The Meeting System Myth: Why Structure Beats Style Every Time A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...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...Are all the advisers in your practice on the same page? Have you tuned in to episode 4 of the Advisely Growth Masterclass series? If not, I highly encourage you to check out the episode here. In the episode, the Twomeys leaders take some time out with r...Ask an Expert: We helped an advice practice map out their entire review process, ask us anything! Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episode here. To achieve the efficiencies and scale needed t...POLL: How can financial advice better support neurodivergent clients? Hi everyone! I just listened to a really interesting episode of the Upfront podcast where behavioural finance expert Krystle McGilvery talked about how advice can better support neurodivergent clie...What are the top 3 things you do in your practice to provide a great client experience? I loved Kim-Payne 's latest video on Baselines, blind spots and black holes in the client experience. It can get so overwhelming to know where to start sometimes, focusing on those moments that reall...
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