amanda.cassar
2 years agoCurious Observer
Benchmarking Survey
Hi!
Completed the survey today after gathering data across my 3 entities, submitted and got no result.
Asked to sign in again and it wants me to complete again... any assistance appreciated?
- 2 years ago
Thanks for clearing your cache amanda.cassar and glad to have this sorted. Apologies again for the inconvenience.
rainier.reyes
Advisely Team
2 years agoWelcome to Advisely! I'm sorry to hear you had issues with the Index tool. I've raised this with team to resolve this as soon as possible.
Your personalised results Index report should be found in your profile – would you be able to let me if you're still able to access that? Alternatively, you can navigate there by selecting your profile picture in the top right, and clicking 'Profile'.
- amanda.cassar2 years agoCurious Observer
It's not there, says there's an error accessing.
- rainier.reyes2 years ago
Advisely Team
Thanks for letting me know amanda.cassar - I've DM'd you.
- rainier.reyes2 years ago
Advisely Team
Thanks for clearing your cache amanda.cassar and glad to have this sorted. Apologies again for the inconvenience.
Recent Discussions
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt4 days agoIress Contributor9Views1like0CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin17 days agoValued Supporter17Views3likes0CommentsForm type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...sarah.burke387 days agoActive Interactor62Views1like2CommentsThe Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...marklewin17 days agoValued Supporter51Views3likes2Comments