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Featured blogs
Featured insights
Shield, First Guardian and looking for bad apples in all the wrong places.
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
M&A failures rarely make headlines, but there are often some common underlying factors.
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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...
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7 MIN READ
Shield, First Guardian and looking for bad apples in all the wrong places.
1 MIN READ
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
3 MIN READ
M&A failures rarely make headlines, but there are often some common underlying factors.
Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.
When the first few weeds appeared in my garden, I figured I'd get to it later. Are your datafeeds similar?
Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling.
3 MIN READ
I've known practices that could tell you their revenue figures down to a cent but have no idea if they could afford to grow. What's holding them back?
7 MIN READ
What happens when your data is too far gone?
4 MIN READ
Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame?