Most RecentMost ViewedMost LikesEpisode 2: Back-office bootcamp “When advisers talk about it taking X number of hours to deliver advice, it's usually because the paraplanners don't get the information that they need to efficiently and effectively turn the advice around.” Episode 3: Sharpen your tools “More and more practices are moving away from five tasks in their process down to one, simply by using Checklists.” 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. All your workflow questions, answered We recently hosted an AMA on all things Xplan Cases. What did we learn?
