lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
6 months ago

27th 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...
advice production
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
5 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.

If you find that you're receiving too many emails during the next hour, you can adjust your email notification settings:

  1. Click profile in the top-right corner.
  2. Click 'My settings'
  3. Navigate to 'Follows & Notifications'
  4. Adjust settings for each action - these are automatically set to immediate but you can change the frequency to 'daily digest', 'weekly digest' and 'never'

 

You can collapse certain Q&A threads by clicking the small arrow next to a post so you can focus on the answers you want to know.

Send me a message if you need any assistance!

Willard.Lloyd90298's avatar
Willard.Lloyd90298
Network Navigator
5 months ago

Hello - How can i view this session? 

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

    Hi Willard.Lloyd90298 , this is a text-based event - so all you'll need to do is post a question in this thread, and Lana will give you a detailed answer live in the next hour!

    • Willard.Lloyd90298's avatar
      Willard.Lloyd90298
      Network Navigator
      5 months ago

      Thank you for the explanantion 

Welcome to an AMA thread!

Here's how to get involved:

  1. Submit your questions: 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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