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In the financial planning world, success isn’t about working with just anyone.
Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process.
Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
The back office is essential to the client experience – but us advisers don’t always make it easy for them.
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Even if it was only meant to target a narrow cohort, Div 296 has exposed a much broader cross-section of Australians. And advisers will now have to navigate it.
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We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process.
In the financial planning world, success isn’t about working with just anyone.
1 MIN READ
If you've ever spent any time awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process.
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The back office is essential to the client experience – but us advisers don’t always make it easy for them.
Ever feel like tracking all the moving parts of a client engagement is like herding cats?