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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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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.
2 MIN READ
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?
Here are some criminally-underused features which may help you get the most out of Opportunities.
Once the sole domain of institutions and the ultra-wealthy, private markets are now getting attention from everyday advisers. Do the benefits outweigh the risks?
Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem.