courtney.youngblutt
Iress Contributor
5 months ago12th 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...
sarah.burke38
4 months agoActive Interactor
Hi, I'm having trouble joining this event. Can someone point me in the right direction?
Thanks in advance!
rainier.reyes
Advisely Team
4 months agoHi sarah.burke38 , thanks for joining us! This is a text-based event so as long as you're in this forum thread you've joined the event. To participate, post a question here and courtney.youngblutt will answer it here and now!
- sarah.burke384 months agoActive Interactor
Ok thanks so I just wait until a reply is posted to my earlier question?
- rainier.reyes4 months ago
Advisely Team
Yes! You can also post more questions you may have as well as any follow-up questions once you've received a response. I hope this helps!
Welcome to this AMA thread!
Here's how to get involved:
- 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.
- Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- 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.
- 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!
Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question.
Recent Discussions
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobs3 days agoIress Contributor840Views5likes28Comments27th 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...lana.graham2 months agoIress Contributor972Views3likes46Comments8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need! Have questions like these?: Where do I start with desi...kenny.foo2 months agoIress Contributor592Views4likes16CommentsAMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...jessica.lamb3 months agoAdvisely Partner642Views5likes22Comments
Related Content
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...