primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
2 months ago

Awesome insights shared so far courtney.youngblutt​ 😁

I personally found your Masterclass episode with Kylie super compelling (everyone else please check it out - especially if you feel you could be getting more out of Xplan!)

What I would like to hear from you is: what was your biggest personal takeaway from working with Kylie on helping to get her tech setup for volume? Has it changed or reinforced the way you now help other advice businesses with Xplan?

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
2 months ago

Oh great question!!! 

My biggest personal takeaway from helping Kylie get her tech setup for her new venture was:

1. Advisers really do have a unique opportunity to rethink advice delivery and move beyond traditional models to reach unadvised Australians in a way that is sustainable from a business's perspective while achieving high-impact outcomes from clients.

2. Discarding assumptions was crucial. Both Kylie and I had preconceived notions about how Xplan could best serve her - Kylie, based on her previous experience with Xplan while I was quick to assume how I thought Xplan could help here at the outset. By listening to Kylie's vision, we discovered Xplan could streamline her business and reduce costs in unforeseen ways. A great outcome!

Has it changed or reinforced the way you now help other advice businesses with Xplan?

Yes. When you become entrenched in the tech, it’s easy to get caught up in the technical aspects, focusing solely on function and efficiency.  The MasterClass has reminded me that it is often best to step back and look at the bigger picture - the end client experience, the ideal process, or simply the 'jobs to be done', before honing in on where Xplan can truly add value. Such a good reminder.

Thanks for asking primrose.foster​ 

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