client engagement

27 Topics

AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at jessica.lamb .
jessica.lamb
2 years ago Place AMA
767Views
12likes
21Comments
Two ways to simplify client onboarding
Onboarding is one of your clients’ first real experiences of you and your service. Here’s how to get it right.
Advisely-Team
2 years ago Place Efficiency
557Views
0likes
0Comments
AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help or hear your feedback. ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at lachlan.fuller
lachlan.fuller
6 months ago Place AMA
554Views
3likes
27Comments
Client portal
What is the most user friendly client portal?
Darren
2 years ago Place Discussions
548Views
4likes
17Comments
AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all your burning questions answered. With over 20 years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help. ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at andrew.wilson
andrew.wilson
5 months ago Place AMA
480Views
6likes
15Comments
Client reviews
G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review meetings and preparing review documentation? Could this area and the report we provide clients at review time do with some focus?
MandyP
2 years ago Place Discussions
462Views
4likes
17Comments
Xplan tools to help you focus on client engagement
Here's how Xplan can help you build deeper client relationships without blowing up the back office.
Advisely-Team
2 years ago Place Xplan Hub
456Views
4likes
0Comments
Watch now: What your clients don't tell you
Become a member to access the CPD webinar.
Advisely-Team
2 years ago Place Efficiency
362Views
0likes
0Comments
How to code birthday greetings in XPLAN
Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their birthday on that day. Currently, the coding is showing both the client and their partner names in the email template that goes out to the client. We want to edit the coding so that it only shows either the client name or the partner name. Can anyone help us with tips on how to edit the coding to achieve the above result? Thanks!
Resolved
ewkservice01
2 years ago Place Discussions
336Views
5likes
14Comments
A fresh look at the Review Process
In this video, I share my tips on how you can create further efficiencies within Xplan. Want to find out where you sit on the Advisely Index, sign up or login to Advisely now and take the test.
jessica.lamb
2 years ago Place Xplan Hub
320Views
1like
0Comments