Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago126 Posts596 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 days ago22 Posts618 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago126 Posts596 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 days ago22 Posts618 unread
📌 Pinned Threads17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything! If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...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...
💬 Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagAMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything! With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24t...Who proactively asks their software stack providers about security? The results are in from ASIC's Cyber Pulse Survey, and the report has been released (12th November 2023). So much to unpack! One of the points they make is around supply chain risk. Without looki...AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything! Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything! Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...ResolvedAMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything! Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, p...Does everyone understand the “why”? When working with clients, we are often asked to focus on processes and governance so the business can minimise their risks while driving efficiencies and reducing costs. We often find what happens “...
Themesxplan73advice production17super2practice management38insurance5advice execution5compliance13general5technology23clients17advice servicing12client engagement25investments6marketing3succession6off-topic1policy11social & random1case study2
