Future Fit Advice What you need to know today to prepare for tomorrow.55 PostsBusiness Strategy There's a lot that goes into advice that the client never sees. We do.49 PostsAdvice Efficiency Make your advice process faster, better, stronger.43 PostsXplan Hacks Tools (and tricks) of the trade.27 Posts
Recent contentGenerals and majors5 MIN READ If Dixon's spectre still haunts the advice profession, maybe it's time for an exorcism. What makes a successful business transition?4 MIN READ We recently hosted an AMA on all things succession planning. What did we learn? Could advice become an $8 billion industry?2 MIN READ According to new research, it could – for seven key reasons. Clients don’t want paper3 MIN READ For Deborah Kent, being in the Advisely Index top 10 validated a common theme found across countless client surveys. Your paraplanning questions, answered4 MIN READ We recently hosted an AMA on all things paraplanning. What did we learn? All your file note questions, answered5 MIN READ We recently hosted an AMA with Doc Notes expert Zita White. What did we learn? Client portal hacks1 MIN READ Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...I’m the captain now1 MIN READ Why are so many advisers getting their own AFSL?
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