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Recent Discussions

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
dela.dzadey
Advisely Board
2 days ago
advice production
Insurance
investments
super
technology
836Views
10likes
32Comments
AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of exp...
katrina.yung
Iress Team
2 days ago
advice production
compliance
Insurance
investments
xplan
268Views
3likes
13Comments
THREAD: Growth Masterclass - Episode 2: Back-office bootcamp
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed t...
Tangelo
Advisely Partner
2 days ago
compliance
practice management
7Views
1like
0Comments
THREAD: Growth Masterclass - Episode 1: Let's talk strategy
Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...
rainier.reyes
Advisely Team
3 days ago
practice management
13Views
1like
0Comments
How to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how t...
sarah.burke38
Virtual Explorer
5 days ago
practice management
xplan
48Views
1like
4Comments
Poll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. I am int...
primrose.foster
Advisely Team
10 days ago
clients
68Views
3likes
5Comments
Tracking Client Progress
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...
martin.joughin
Visiting Enthusiast
13 days ago
advice servicing
client engagement
investments
185Views
5likes
11Comments
AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 1...
laura.capozzi
Iress Contributor
13 days ago
advice servicing
xplan
404Views
4likes
24Comments

Themes

practice management80

advice production25

client engagement24