Start here: Let's introduce ourselves!

Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...

general

off-topic

courtney.youngblutt

Iress Contributor

5 months ago

Wow! Awesome. I can only imagine the changes you've seen in the industry over that time!

ian.rogers

Valued Supporter

5 months ago

There's been a couple 🙂

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
7Views
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
6 days ago
practice management
16Views
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
6 days ago
practice management
xplan
59Views
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
6 days ago
practice management
50Views
3likes
2Comments

It all starts with the Advisely Index

"The Index was a fantastic tool for us to gauge where we sit and had an instant impact" – Matt Coman, Twomeys principal.

Advisely-Team Welcome

How do we challenge ourselves?

We’re a group of 3 practices operating under a single license, all are XPlan based. We would consider ourselves ‘pretty good’ users of XPlan. How do we learn what we don’t know? Challenge ourselve...

Cass Discussions

Start here: Let's introduce ourselves!

🤓 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

It all starts with the Advisely Index

How do we challenge ourselves?