31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or growing your business, it can be easy to overlook the capabilities of the tech you already have. If you’ve got a bold vision like Kylie and you’re building out your advice processes, trying to scale efficiently, or just need Xplan to do more of the heavy lifting, this AMA is your chance to ask. For example: How do I track which referrers bring in my best clients? What’s the best way to ensure my file notes meet compliance obligations in Xplan? How can I track my marketing efforts? Can I invoice my clients from Xplan? How can I utilise Visualise in the onboarding process When should I introduce the Client Portal into my fact-find process Join me here on Thursday 31st July from 3pm to 4pm AEST. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!
Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's potential by posting a question below for me to help! For example, curious about how to integrate the new Recommendations screen into the wizard? Need help transitioning a practice to the new screen? Looking for tips on building corporate action templates for common events? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me and my fellow Portfolio expert and product manager marc.fraser-jones here on Thursday 13th March from 3pm to 4pm. 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 us at jason.zhang and marc.fraser-jones 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
