Have you seen episode 1 of the Growth Masterclass?

Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...

practice management

mat.tenison3

Advisely Board

8 months ago

Hi guys, thank you for sharing this journey you've started on as it already has me questioning parts of my own business and thinking about things to consider. I think all advisers should be watching these if they haven't reviewed their processes recently. It's great to hear different experts on each area. We've updated our pricing several times in the last couple of years, however it's already got me thinking about other ways of doing it and how to price. It's also great to see Jessica running through some real examples on what xplan threads and tasks can do. I'm only 3 episodes in but look forward to seeing the remaining.

rainier.reyes

Advisely Team

8 months ago

Thanks for your thoughts, mat.tenison3 ! It's so great to hear that the pricing piece has given you ideas—it's definitely a conversation that should be happening in the industry more often and more openly, too. I can imagine it's especially helpful for practices looking to grow as is the case for Twomeys and even your own practice!

Keep your eyes peeled for next Thursday (31 Oct) when we release episodes 4-7 😉