Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 17 hours ago97 Posts498 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 22 days ago20 Posts566 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 17 hours ago97 Posts498 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 22 days ago20 Posts566 unread
📌 Pinned Threads27th 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...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 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: 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 ...12th 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...27th 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 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...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...AMA: 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...AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything! With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...
Themesxplan47practice management32client engagement21technology18clients14advice production14compliance12policy11advice servicing11succession6
