Darren.Smith's avatar
Darren.Smith
Icon for Advisely Board rankAdvisely Board
7 months ago

What'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 knows where the business is headed and how their role contributes, momentum builds.

👉 What’s one key focus for your advice practice this year?
👉 How are you getting your team on board with your vision?

Keen to hear everyone's perspective!

4 Replies

  • Great 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.

    • Darren.Smith's avatar
      Darren.Smith
      Icon for Advisely Board rankAdvisely Board

      It will be interesting to see what different firms are prioritising 

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!

We’re glad you’re here – see you around! 😁

Related Content