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 ...

practice management

rainier.reyes

Advisely Team

3 months ago

Absolutely spot on, marklewin1 ! It’s easy to underestimate how much variability in meetings can hold a business back.

Standardising structure – not style – is such a practical takeaway. Curious to hear from members: who’s already built this into their process, and what’s worked (or not) along the way?

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!