jenny.brown
Advisely Board
3 months agoHow do you nurture a PY adviser's growth?
I recently shared in a blog here the importance of developing a strong Professional Year (PY) adviser program—from setting clear expectations to encouraging a true sense of ownership over their work....
rainier.reyes
Advisely Team
3 months agoThanks for sharing your piece jenny.brown – you've provided a stellar checklist on what a good PY program looks like (tried and tested too!)
I know from speaking to practices in a previous life of mine that taking on a PY-er can be quite daunting, especially for smaller practices. And rightly so because it's a massive commitment on everybody's part! The guidance and tools (or lack thereof) provided by the industry regulators aren't exactly helpful either...
Keen to hear the community's challenges and successes with their PYs!
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
Related Content
Indicative results from the Advisely Growth Survey suggest the vast majority of Advisely users are preparing to take on new clients in 2025 – with over 70% targeting double digits.