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 ...

client engagement

compliance

practice management

rainier.reyes

Advisely Team

2 years 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.

Tangelo Industry

Striking a balance

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

WealthSolver Balances/Aggregation

Efficiency and compliance: striking a balance