dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
12 months ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
advice production
insurance
investments
super
technology
xplan
lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
12 months ago

dela.dzadey in my paraplanner days, I always found it a challenge to reduce the time it took me to write an SOA as I was always tempted to go into too much detail! What are the low value areas you see paraplanners spending too much time on?

  • dela.dzadey's avatar
    dela.dzadey
    Icon for Advisely Board rankAdvisely Board
    12 months ago

    I love this question lana.graham

    We work across several different SoA wizards and templates, and we find the wizards with sections that dont seem to feed into anything in the plan (and templates that don't run in logical order) can be very time consuming to work on. 

    The final area that eats away at our time is flowcharts! We are still looking and open to any suggestions for a simple and quick flowchart tool😀

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!

Recent Discussions