Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago139 Posts644 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 7 days ago24 Posts663 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 days ago139 Posts644 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 7 days ago24 Posts663 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...🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉 Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...
💬 Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓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...🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...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...
Themesxplan84practice management43investments8insurance6technology25clients18advice servicing13client engagement27advice production17super2advice execution5compliance13general5marketing3succession6off-topic1policy11social & random1case study2
