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What's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone k...
Darren.Smith
Advisely Board
5 hours ago Place Discussions
general
marketing
practice management
17Views
1like
2Comments
AI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...
luke.watson3
Knowledge Seeker
2 days ago Place Discussions
xplan
92Views
6likes
9Comments
30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all y...
Phil.Anderson
Advisely Partner
2 days ago Place AMA
policy
386Views
5likes
21Comments
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...
courtney.youngblutt
Iress Contributor
2 days ago Place AMA
xplan
14Views
1like
1Comment
Xplan Case Benchmarks - Outcome of task
Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...
edward.wilmoth
Visiting Enthusiast
2 days ago Place Discussions
xplan
38Views
3likes
3Comments
How do you nurture a PY adviser's growth?
I recently shared in a blog here the importance of developing a strong Professional Year (PY) adviser program—from setting clear expectations to encouraging a true sense of ownership over their work....
jenny.brown
Advisely Board
4 days ago Place Discussions
advice servicing
practice management
succession
20Views
2likes
1Comment
Client portal
What is the most user friendly client portal?
Darren
Curious Observer
8 days ago Place Discussions
client engagement
513Views
4likes
17Comments
Start here: Let's introduce ourselves!
Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...
Advisely-Team
Advisely Team
9 days ago Place Discussions
general
off-topic
148Views
3likes
5Comments
Welcome to the Advisely community!
Welcome to the Advisely Community! Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk a...
rainier.reyes
Advisely Team
11 days ago Place Discussions
general
16Views
0likes
0Comments
Secure messaging between Xplan users
I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...
dianne.preece.0
Curious Observer
12 days ago Place Discussions
xplan
87Views
3likes
8Comments