fosca.pacitto
Advisely Team
2 years agoWhat are the top 3 things you do in your practice to provide a great client experience?
I loved Kim-Payne 's latest video on Baselines, blind spots and black holes in the client experience. It can get so overwhelming to know where to start sometimes, focusing on those moments that really matter is a great approach. Have you watched the video? I'm keen to hear what top 3 things you do in your practice to excite and delight your clients?
No RepliesBe the first to reply
Recent Discussions
🤓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.wilson9 days agoIress Contributor68Views3likes3Comments🤓 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.youngblutt9 days agoIress Contributor35Views1like0CommentsAbility to make API calls using a Planner Central license
Hello All, I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license. We are contemplating making API calls to Xpl...michael.jacquin13 days agoValued Supporter102Views2likes8Comments