Thursday 13 November AMA: Kenny Foo, Xplan implementations expert, Ask Me Anything!
Want to know how the best structure their access levels? Or how often good site administrators review their assumption sets or update APLs? Or maybe there is a system setting you've never quite worked out. This is your chance to ask the questions that matter to you most. If it’s to do with running your practice, there’s a good chance Kenny can make Xplan more efficient for you. He's here to help! Here are some topic areas to get you started: Best hierarchy structures for Xplan? successful onboarding / off-boarding process examples Mastering user group management policies Join Kenny here on Thursday the 13th of November from 3pm -4pm AEDT Start popping in your questions below and Ask Me Anything!Your path to profit webinar
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what others are doing in these areas to unlock the hidden profit in their practice. With expertise from, Kerry Ong - Iress facilitator, Rod Bertino - Principal & Owner, Business Health, Simon Clifford - CEO & Owner, Adviser FP, and Jeff Thurecht - CEO & Senior Adviser, Evalesco Financial Services this presents a unique opportunity to boost profit in your business. Register for the webinar Here
