Most RecentMost ViewedMost LikesFive micro changes with big impact Discover the five things you could be doing now to step up your efficiency. 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery Three ways to stress-test your cyber plan for 2024 Cyber threats to advice firms are an ever-present risk. Here’s how you can safeguard your practice. Report available now: Need for speed Find out the main drivers of practice profitability and client retention in this new report. Free tool: Mastering advice efficiency checklist Discover the efficiency gaps and opportunities with this free member-exclusive checklist. "JFDI" and other words of wisdom "Just f***ing do it" might be a little purple, but it's gotten me out of a perfectionism rut on more than one occasion. The magic of tiny tweaks and small wins From little things, big things grow – particularly in financial planning. Why the client portal is the most important technology choice of all One of the most pivotal parts of client engagement is your digital gateway. How are practices building their teams? If QAR isn't the panacea for the industry, what should advisers focus on? I'm Selin Ertac, Advisely compliance and advice process expert Whatever changes with regulation, focus on what you can control – what you can do right now.
