Recent DiscussionsTagged:TagFalling into Advice Question: Who has had a great experience in the last couple of years, that they would like to shar, bringing on a new adviser from another career, location, education back ground? Why? We are no...AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...Has anyone used an avatar or AI for client engagement yet? Hey everyone, I've seen a few sessions about advisers using an avatar to present SOAs amongst other parts of the process for client engagement. I also work with a large Mortgage Broking practice who ...What Skills Matter in an AI-Driven Financial Services Industry? I've been giving a lot of thought to how the increasing presence of artificial intelligence will affect how we hire and develop talent in the financial services industry. Would love to hear what ever...Let's talk file notes. Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil. I'd lov...AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...AMA: I'm Darren Smith and I've just implemented a business succession plan, Ask Me Anything! Got a burning question? Join me here on Friday 21st June from 11am to 11:30am. Having recently sold my award-winning financial planning practice last year and now working as a business coach at Sli...
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