27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what's being developed in your favourite modelling tools? For example, curious about what we've recently released? Or what about what we're currently working on and developing? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me here on Thursday 27 March from 3pm to 4pm. Having worked with hundreds of advice practices, I know the ins and outs of your favourite modelling tool and what you need out of it, so 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 lana.graham 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new Ongoing Fee Arrangements (OFAs)? Or maybe you have feedback or questions on what we rolled out in 2024? Join me here on Wednesday 12 February from 3pm to 4pm. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. 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! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimise your advice document templates? Need help with structuring workflows for ongoing advice and reviews? Looking for advice on preparing for future legislative changes without redoing everything? Join me here on Wednesday, 9 April from 3pm to 4pm AEST. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. If it’s to do with generating advice documents, 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! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at sarah.jacobs 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.Your 12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free member-exclusive guide. Become an Advisely member to download now.
