Find out how you can achieve maximum profit uplift – in just a few clicks.
The majority (63%) of Australians under 40 are open to financial advice delivered through digital channels and hybrid models – and employers may be the quickest route to accessing these customers. Per the The Big Lift report, developed by Deloitte Access Economics in collaboration with Iress, "there is a disconnect between…
The FAAA Congress has come around again – only this year, things seem different. Maybe it’s the heat or it’s just the end of the year, but something’s missing. Advisers moved through the Perth Convention and Exhibition Centre, refueling on fresh juice and whatever merch would fit in their branded tote bags. There was much…
The first thing you should know about Advisely's expedition to Perth's FAAA Congress is that we had a sexy elevator. It wasn't sexy at first. When it shuddered to life, you’d hear a mechanical scream. But once you reached your hotel floor, a beautiful – barely intelligible, but beautiful – voice emerged from the din.…
I broke up with Xplan. I was done. Too many things needed to change in the relationship, and there was too little time for those changes to happen. But then, after a period of seeing other software, we got back together. Watch the video below to find out how the love affair was rekindled.…
Catch up on Advisely’s latest CPD webinar, diving into the three core pillars of profit: client engagement, business planning and staff management. Join our panel of experts – Kerry Ong, Rod Bertino, Simon Clifford and Jeff Thurecht – as they discuss each pillar and share practical steps for boosting profitability in your…
There is an amazing opportunity for progressive businesses and leaders to make a significant positive impact on those we work with and or those that we employ. For those who know me or have worked alongside me, you’re well aware that I am a passionate advocate for improving financial education and supporting behavioural…
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what…
This report, developed in partnership with Business Health, represents the most detailed and up-to-date picture of Australian advice remuneration and compensation currently available on the market. The last time this research was conducted was in 2023, and it’s clear that two years can make a world of difference in such a…
Geoff Wilson's first rule of investing is pretty simple: don't lose money. If you want to know the second and third rules, refer back to the first. While the particulars of his investment philosophy have evolved over the past 50 years – and more on that in a bit – that first rule is sacrosanct. And it’s exactly what led…
The recent launch of Profit Booster continues to attract a lot of interest and feedback. This unique online tool offers business owners objective and independent insights as well as positive suggestions to further the "health" of their practice. It's also supported by a wide range of educational, thought-leading and…
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As any executive chef knows, earning a Michelin star is one thing; keeping it is the real challenge. A five-star restaurant doesn't become the best and then stop. It retains its star by relentlessly pursuing perfection. It adapts. It refines. It evolves. It introduces a seasonal menu. In your Xplan practice, this is the…
I don't know about you, but I enjoy the drama of watching an episode of Hells Kitchen just to see that infamous celebrity chef lose his cool and throw a plate full of food at his up-and-coming potential protégés. But let's be real here: drama can stay where it belongs, which is on the TV and not in Xplan. So why let Xplan…
It’s Saturday night. You try out the hottest new dumpling restaurant on King St, and it’s a revelation. The pan-fried pork buns are simultaneously crispy and juicy, the xiao long baos are bursting with mouth-watering umami, and the service (for a dumpling joint at least) is impeccable – you actually get everything you…
Now that your highly-trained team is in place, it’s time to ensure the equipment they use is perfectly calibrated. Precision tools can make the difference between a good dish and a great one. A perfectly-calibrated oven, a razor-sharp knife, a precise sous-vide machine – these are what allow a chef to execute a recipe…
A five-star restaurant is only as good as its team. You can have the best ingredients and the most refined recipes, but if your team can't deliver, the experience falls flat. This is where you, the Xplan Site Administrator, come in. You're the head chef or the maître d'; the "master of the house" who’s responsible for…
Have we piqued your appetite yet? Now that you have had the amuse-bouche, it's time for the entree. Let's now look at how to meticulously structure user hierarchies, groups and access levels so every team member can work efficiently and flawlessly within their designated station. Stations, everybody! Have you ever had to…
We’ve talked about mindset and what it takes to truly be an Xplan champion. But before you can start serving up five-star advice, you need to get your kitchen in order. In Xplan, this means building solid foundations to establish how your site operates. Without a consistent foundation, your data will be inconsistent, your…
Do you struggle with getting Xplan to work in your business? Does it feel like everyone in your office is doing their own thing, making it hard to tell where a client’s at or where important notes are kept? If this sounds like you, you might be missing an “Xplan champion” in your business. The Xplan champion is key to…
In our new Advisely series, we’re going to focus on what all great Xplan site administrators do to ensure the sites they manage are the best of their kind. Great Xplan administrators possess a deep understanding of the system, enabling them to transform their sites into paragons of efficiency. We will highlight what these…
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
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