Start here: Let's introduce ourselves!
Welcome - we're so glad you've joined the Advisely community! š Let's play a fun game and get to know each other better! š¹ļø The rules are simple: Find the latest comment and hit Reply, then comment to say hi! š to this user. You'll then introduce yourself in a new post with: What's your name? Where are you based? What do you do? Are you an adviser? Paraplanner? CSO? Interested individual? When did you enter financial advice and why? Share a random thought/fun fact etc! Let's go šŖWhat's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear visionāone that isnāt just understood by leadership, but by the whole team. When everyone knows where the business is headed and how their role contributes, momentum builds. š Whatās one key focus for your advice practice this year? š How are you getting your team on board with your vision? Keen to hear everyone's perspective!š¤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 thereās a much quicker way! In the file noteās āRelatedā 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.
