27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what's being developed in your favourite modelling tools? For example, curious about what we've recently released? Or what about what we're currently working on and developing? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me here on Thursday 27 March from 3pm to 4pm. Having worked with hundreds of advice practices, I know the ins and outs of your favourite modelling tool and what you need out of it, so I'm here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at lana.graham 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimise your advice document templates? Need help with structuring workflows for ongoing advice and reviews? Looking for advice on preparing for future legislative changes without redoing everything? Join me here on Wednesday, 9 April from 3pm to 4pm AEST. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. If it’s to do with generating advice documents, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at sarah.jacobs 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
Efficient vs Effective
I'd love to hear the experts' views on Efficient vs Effective, please. I think we fall into the trap as business owners and advisers of focussing on efficiency at the expense of being effective. For instance, we can be super efficient at producing a review document (as measured by time taken, quality, content etc.) but, if the client doesn't understand the advice or is not responsive to it then it probably isn't very effective. Another example could be onboarding new staff - contracts are ready, PD is agreed, introductions to the team are made and the checklist is complete however, the new team member might not understand what's expected of them and how they fit in. So, what tips do you have on achieving the holy grail of having an efficient process or system that is also super effective at achieving your goals? Peter.Worn jessica.lamb
