đ¤Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But thereâs a much quicker way! In the file noteâs âRelatedâ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.Want to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are logged in the audit trail, getting a clear picture of what is updated wasn't always easy. What's new? Upon completion of a fact find in Client Portal, a comparison report is generated and saved as a file note against the client. All data from the fact find is displayed and any changes are clearly highlighted. How do I activate it? No extra steps are required to configure or activate the comparison report, it is already live in Client Portal and available now. Simply follow the existing fact find process by setting the fact find status to 'Unlocked' and when the client submits their fact find, a file note is created with the comparison report attached. Got questions or feedback? We always welcome feedback on our products and if you wish to let us know your thoughts, or if you have any questions, please don't hesitate to post them below.đ¤Xplan Hint: Getting fancy with client search
Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode â2000â, I can just use the prefix pcode in the Quick Search box: This could be useful if you need to do specific searches; e.g. if youâre meeting a client and want to see who else is in the area, or if you received a missed call and need to search by the phone number. Check out this handy Community guide on the full list of available prefixes.Poll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. I am interested to know, are you currently wanting to and in a position to take on more clients in the next 6-12 months? If so, how many, and is finding the right clients a challenge for you? 0-5 5-10 10-30 30+ Comment below to share your thoughts!What is your number 1 requirement when it comes to managing Client Correspondence?
There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention the correspondence created internally within your business. When it comes to managing these documents, there are many schools of thought around 'how to store' and 'where to store' this correspondance. From CRM solutions to Cloud Storage to internal servers to paper! So many factors need to be considered such as ease-of-access, security, cost to the business, and protection from theft or loss. When it comes to managing your client correspondence, what is your number 1 requirement (or top 3 if you can't narrow it down) and what drove you to pick your current method?How do you ensure a consistent client experience?
In follow up to my article No adviser is an island, I'd love to know what practices are doing to keep the client experience front of mind for everyone in the team? How do you ensure the clients receive a cohesive experience from everyone they encounter in your practice?Creating your vibe
You need one thing above everything else, to create a vibe which is genuine and personal for your clients â you must truly know your clients. Unfortunately, itâs our experience that very few practices are taking full advantage of their CRM functionality to capture the information they need to create that key personal, relationship building information. And, even if itâs being collected at the onboarding stage, few practices deliberately maintain this information. Simple info such as their childrenâ names (and their occupation or education level), details of the clientâs preference for morning or evening meetings, coffee or tea, in-person or virtual meetings, wine or the ballet or both (will allow you to provide interesting content for your communications, plan events which appeal and so on), what the client is planning to do once the retire, whenâs their next major holiday and so on. In other words - the âlife stuffâ. What info do you collect (and maintain) to build meaningful, long term relationships with your clients?What are the top 3 things you do in your practice to provide a great client experience?
I loved Kim-Payne 's latest video on Baselines, blind spots and black holes in the client experience. It can get so overwhelming to know where to start sometimes, focusing on those moments that really matter is a great approach. Have you watched the video? I'm keen to hear what top 3 things you do in your practice to excite and delight your clients?
