Tangelo
Advisely Partner
2 years agoDoes everyone understand the “why”?
When working with clients, we are often asked to focus on processes and governance so the business can minimise their risks while driving efficiencies and reducing costs. We often find what happens “...
anne.graham
Advisely Board
2 years agoInteresting questions you've posed Tangelo
When a client or service provider compliments someone in our team, we share that publicly with the whole office. It might embarrass the person involved however it can make a huge difference knowing that what they do, makes such a positive difference to someone else. It could be as simple as listening carefully to a client, helping a colleague, or sorting out a Centrelink issue for a client. All of these things matter and help build a great culture.
Tangelo
Advisely Partner
2 years agoThat's an awesome idea Anne. Its amazing how the little things can make a big difference
Recent Discussions
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...andrew.wilson16 days agoIress Contributor84Views4likes3Comments🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...courtney.youngblutt16 days agoIress Contributor45Views2likes0Comments