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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...642Views9likes43Comments- megan.bishop74 hours agoCurious Observer11Views1like1Comment
Have you seen episode 1 of the Growth Masterclass?
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.reyes8 hours agoAdvisely Team91Views3likes7CommentsAsk an Expert: We helped an advice practice map out their entire review process, ask us anything!
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...Tangelo2 days agoAdvisely Partner66Views2likes0CommentsAsk an Expert: I helped an advice practice automate their client review in Xplan, ask me anything!
Have you tuned in to episode 3 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the third episode here. With new workflows in place, MatthewComan's nex...jessica.lamb2 days agoAdvisely Partner57Views2likes0CommentsAMA: 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 ...457Views3likes37CommentsAMA: 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 ...871Views10likes33Comments