Darren.Smith
Advisely Board
3 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...
jenny.brown
Advisely Board
3 months agoGreat question Darren.Smith our key focus is growth and efficiencies as we believe they go hand in glove.
We took our entire Australian team away last week for a 2-day offsite where we spent a large amount of time on our businesses vision and mission. This was preceded by a strategy planning day with our partners the week prior. As we have 4 team members who are offshore, we got them to join in via teams on day 1 so they could be a part of our discussions around our vision and strategy and so we could ensure they also are on the same page, as you say it's so important for the whole business to know where we are headed and how each person can make such a difference.
With key outcomes and measurables I'm sure 2025 will be great.
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.wilson16 days agoIress Contributor84Views4likes3Comments🤓 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.youngblutt16 days agoIress Contributor45Views2likes0Comments