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:TagXmerge coding query Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...🤓 Xplan Hint: Shortcut your favourite menu items Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...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...Continuing Professional Development Hi Team Quickie question. What are you paying per person for Kaplan On Track - CPD please? Your 2024 priorities I don't know about you, but I've never been one for new years' resolutions. Time marches on without any regard for the promises you make to yourself on Dec 31st. That being said, there are already...You asked, our experts answered. So what's next? Congratulations to Twomeys senior financial planner Darren who has won an efficiency masterclass package in the Advisely "Ask an expert" competition! Stay tuned to find out more about his experienc...
Themesxplan47practice management32client engagement21technology18clients14advice production14compliance12policy11advice servicing11succession6
