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Ask an Expert: Growth Masterclass Episode 3 - Sharpen your tools
Have you tuned in to episode 3 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. With new workflows in place, MatthewComan's ne...jessica.lamb7 hours agoAdvisely Partner9Views1like0CommentsAMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...441Views3likes37CommentsAsk an Expert: Growth Masterclass Episode 2 - Back-office bootcamp
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed t...Tangelo4 days agoAdvisely Partner42Views2likes0CommentsAsk an Expert: Growth Masterclass Episode 1 - Let's talk strategy
Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...rainier.reyes4 days agoAdvisely Team29Views1like0CommentsAMA: 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 ...856Views10likes33CommentsHow to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how t...sarah.burke385 days agoVirtual Explorer58Views1like5Comments