Advisely-Team
Advisely Team
2 years agoStart 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...
rainier.reyes
Advisely Team
2 years agoHi everyone! 👋
I'm Rainier, your Community Manager here on Advisely, based out of Sydney.
I've been around financial advice for a couple of years now – with my first foray into this world working with the Financial Advice Association Australia (FAAA). I got to do so many exciting things for this awesome profession – from producing CPD webinar programs, and coordinating major events like the Roadshow and Congress, to running a scholarship program to bring more women into the profession! I'm also a proud client of a financial adviser 🙌
My fun fact is that I'm a proud father to my cat, Simon 🐱
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.youngblutt4 days agoIress Contributor7Views1like0CommentsThe 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 ...marklewin16 days agoValued Supporter16Views3likes0CommentsForm 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.burke386 days agoActive Interactor59Views1like2CommentsThe 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 ...marklewin16 days agoValued Supporter50Views3likes2Comments
Related Content
"The Index was a fantastic tool for us to gauge where we sit and had an instant impact" – Matt Coman, Twomeys principal.