Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 13 hours ago154 Posts684 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 months ago26 Posts702 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 13 hours ago154 Posts684 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 months ago26 Posts702 unread
📌 Pinned ThreadsWelcome 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:TagWhy Financial Advice Accountability Legislation Needs to Change Now After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten ...🤓 Xplan Hint: Auto update fields against both the client and the partner record Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the “Is joint? = Yes” field When creating a thread or...🤓 Xplan Hint: Use task outcomes to automatically update fields Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply comp...😮 Health Premium Loadings modelling in Xplan made easier - Part 2 As part of our commitment to making Xplan more cohesive, we have continued enhancing the modelling of insurance policies that include health premium loadings. These changes will be available in the...🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word? Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ ta...🤓 Xplan Hint: When you just want to see the document before completing the wizard in full. Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to en...
Themesclients19compliance14client engagement28xplan98practice management43investments8insurance6technology25advice servicing13advice production17super2advice execution5general5marketing3succession6off-topic1policy11social & random1case study2
