Darren.Smith
Advisely Board
2 months agoWhat's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone k...
rainier.reyes
Advisely Team
2 months agoSuch a great conversation starter Darren.
From our conversations with advisers at the FAAA Congress last year, a lot are trying to navigate regulatory challenges but also looking looking to capitalise on efficiency opportunities to serve even more clients.
Can't wait to hear what others in the community have to say!
- Darren.Smith2 months ago
Advisely Board
It will be interesting to see what different firms are prioritising
Recent Discussions
Xport docnote Xmerge attachment Template Name
Is it possible to include a XMERGE docnote attachment Template Name in an Xport?dianne.preece.027 days agoVirtual Explorer72Views1like7Comments