Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago124 Posts587 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 3 days ago22 Posts601 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago124 Posts587 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 3 days ago22 Posts601 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:Tag12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything! We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit...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...Resolved27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything! Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything! Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...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 Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything! Have a burning policy question on DBFO or CSLR? Join me here on Wednesday 31st July from 2pm to 2:30pm. With 12 years of experience in the professional association space working on the development...
Themesxplan71practice management38insurance5advice execution5compliance13general5technology23clients17advice servicing12client engagement25advice production16investments6marketing3succession6off-topic1policy11social & random1case study2super1
