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How can you get the most out of the Advisely Profit Booster?
Perhaps I've sold you on the benefits of niching – but you need to be prepared for some of the downsides.
Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
Blake Briggs talks licensing, Treasury and moving on from "the big end of town."
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
Recent insights
Where does your Xplan site fall on the spectrum from fast food service to Michelin star?
3 MIN READ
When practices with rigid privacy rules are casually dropping client file notes into ChatGPT, you have to wonder where professional judgement comes in.
6 MIN READ
Perhaps this is naive, but I just don't believe anyone wakes up and thinks, "What misconduct can I get away with today?"
4 MIN READ
How can you get the most out of the Advisely Profit Booster?
2 MIN READ
One of the most practical examples of Xplan's automation capabilities involves client unsubscribes.
If you’re spotting even one of these red flags, your merger could already be on shaky ground.
1 MIN READ
Perhaps I've sold you on the benefits of niching – but you need to be prepared for some of the downsides.
Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
2 MIN READ
What happened at Shield and First Guardian should not be possible.