andrew.wilson.0's avatar
andrew.wilson.0
Icon for Iress Contributor rankIress Contributor
8 months ago

AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!

Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all y...
client engagement
practice management
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
8 months ago

Welcome everyone to this Advisely Ask Me Anything (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. Andrew will be online to answer whatever Xplan 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!

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

Hi everyone and welcome to today's AMA! Great to see all your questions already.

Please ensure you read my instructions above before you post.

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!

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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