Most RecentMost ViewedMost LikesFive micro changes with big impact Discover the five things you could be doing now to step up your efficiency. AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything! Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. lana.graham is the Xtools product manager and resident expert at Iress, and we’ll be hanging out here to answer any questions you have. In the meantime, you can start popping your questions below and Ask Us Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at dela.dzadey or lana.graham Scams and bad actors: managing your risk Cyber criminals fleeced Aussies to the tune of more than $3 billion dollars last year – and that’s just the scams that were reported. This cyber expert can help you prepare for the worst 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything! With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at jessica.lamb . AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at zita.white How to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency 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. Business case study: How technology can help grow your business Discover how one adviser automated his practice to better serve clients and build a thriving business Watch now: the full cybersecurity webinar Find out how cyber risk can make or break an advice business (one CPD hour available).
