Succession Plan - Be honest ! How prepared are you?

This is something that is so close to my heart at the moment as I am in the home stretch of realising the dream that I mapped out 8 years ago! A real mixture of emotions and this has been 8 years in...

client engagement

practice management

succession

marcus.field

Advisely Team

2 years ago

Thanks for sharing Darren.Smith

Recent Discussions

Xmerge coding query
Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...
luke.watson3
Advisely Contributor
3 hours ago
xplan
8Views
2likes
1Comment
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
courtney.youngblutt
Iress Contributor
3 hours ago
xplan
13Views
2likes
2Comments
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
16 days ago
xplan
84Views
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3Comments
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...
courtney.youngblutt
Iress Contributor
16 days ago
xplan
45Views
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Succession: handle with care

Six reflections on selling an advice business and making it work for everyone involved, including you.

Darren.Smith Growth

Six secrets to succession

Become a member now to access this free in-depth guide for transitioning your business.

Advisely-Team Growth

Succession Plan - Be honest ! How prepared are you?

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

Succession: handle with care

Six secrets to succession