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

courtney.youngblutt

Iress Contributor

8 months ago

I love the idea of the masterclass - great to hear how different experts navigate each area of the advice process. Some great ideas coming through!

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.youngblutt
Iress Contributor
4 days ago
xplan
9Views
1like
0Comments
The 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 ...
marklewin1
Valued Supporter
7 days ago
practice management
17Views
3likes
0Comments
Form 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.burke38
Active Interactor
7 days ago
practice management
xplan
62Views
1like
2Comments
The 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 ...
marklewin1
Valued Supporter
7 days ago
practice management
51Views
3likes
2Comments

Episode 4: Leadership intervention

Will their personal goals and plans for the future help or hinder Twomey’s success?

Advisely-Team Advisely Growth Masterclass

CPD webinar: The growth debate

Find out how three advice practices are being intentional about their growth. 1 hour available.

Advisely-Team Growth

Have you seen episode 1 of the Growth Masterclass?

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

The Meeting System Myth: Why Structure Beats Style Every Time

Form type Checklist in Notes for ongoing use?

The Offshoring Blind Spot: How Poor Systems Cripple Profitability

Episode 4: Leadership intervention

CPD webinar: The growth debate