New Year, New Processes?
Welcome to 2024! I hope everyone had a great break and time off to reset for a big year. 2023 felt like the year when we finally lived a 'normal' post COVID year, and everyone was absolutely exhausted by the end of it. So the question needs to be asked; What are you doing differently and what are you bringing into 2024? All tips and thoughts would be helpful!
3 Replies
- anne.graham
Advisely Board
Thanks Dela - my focus will be on doing less but with more focus. Rather than spreading myself thin, I want to focus on one or two things and do them really well before going on to the next. Not sure what those things will be, but narrow and deep is the plan.
- deborah.kent
Advisely Board
Hi Dela, this is a great question, as a company we have finally settled on a client portal for efficiency and security for our clients, we are rejuvenating our website giving a fresh look and feel. We have a focus this year on marketing to our ideal clients. We moved to a fully virtual office last October, so we are continuing on this journey to ensure we have all the capabilities in place to work this way which has been great so far. We are very excited out 2024 as there is a lot of great work being done behind the scenes which is highly motivating.
- rainier.reyes
Advisely Team
You’re absolutely right dela.dzadey – 2023 was an absolute killer year!
It would be great to hear what the community faced in 2023 which in turn will help make 2024 a year for better efficiency.
Once you seriously start asking yourselves this question, I’m sure this would be great material for your 2024 business plan. If you haven’t already started that plan, it’s not too late! Check out this article by Terry-Bell : The money is in the planning.
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
We’re glad you’re here – see you around! 😁
Recent Discussions
🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...courtney.youngblutt12 days agoXplan Expert71Views3likes3CommentsXtools+ 'other linked super contributions'
Hi everyone, Does anyone know how to delete or remove linked super contributions within Xtools+ > Individual > Cashflow > Income? I'm working on a scenario where super contributions are linked t...nathan.greenaway14 days agoValued Supporter37Views1like4Comments