Striking a balance

In our recent blog, we discussed the importance of striking a balance between efficiency and compliance. What practical steps have you take to get this balance right in your business? Are there any tools/solutions you would recommend?

client engagement

compliance

practice management

rainier.reyes
Advisely Team
11 months ago
Great question Tangelo and excited to hear what steps the community has taken in this balancing act. For those who haven't read the blog post, click here – a highly recommended read with practical takeaways!

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Efficiency and compliance: striking a balance

An efficient advice process doesn't mean much without the compliance rigour to back it up – especially when AFCA comes knocking.

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Striking a balance

Secure messaging between Xplan users

CALM Assets Graph "excluding Acc Deposit "

Start here: Let's introduce ourselves!

What did the Government do to understand the cost of the CSLR?

Efficiency and compliance: striking a balance

Overlaying key life events against portfolio balance reports