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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 ...126Views5likes3CommentsAMA: 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...606Views4likes27CommentsAMA: 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...266Views4likes11Comments