courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
3 months ago

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...
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rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
3 months ago

Welcome everyone to this AMA thread!

Please ensure you read the instructions on the right-hand side of this page. 

Submit your Xplan questions now by hitting the 'Reply' button on the post above and Courtney will answer them via text during the scheduled time.

Not sure what to ask? I highly recommend checking out her latest blog on doing some Xplan housekeeping to start the year.

If you have any issues, please don't hesitate to send me a message.

Looking forward to seeing all your questions!

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
3 months ago

Hi everyone and welcome to today's AMA! Great to see all your questions already. In order to see new questions and responses as they come in, make sure you refresh the page regularly.

Send me a message if you need any assistance!

Please ensure you read my instructions above before you post.

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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