CPD webinars & guides

Reports & guides

Need for speed
Is efficiency, in and of itself, a virtue? This report aims to answer that question. It's based on the first year of Advisely Index results and explores how the advice efficiency data captured by the Index survey correlates with factors such as practice profitability and client retention. The research also investigates…
Drop in the ocean
By 2034, adviser numbers won’t be enough to serve even half of the projected number of Australians set to retire. How will you scale your business, segment your clients, and meet the rising demand for retirement advice? This guide gives you the strategy. Click below to download.
Connect the dots
Most clients say they’d refer you, but only 60% actually do. Without a steady stream of new clients, advice businesses risk relying on an ageing, shrinking revenue base. How will you build a referral system that works without the awkward ask? This guide shows you how. Click below to download.

Xplan guides

Get all your data ducks in a row – before it’s too late
I started in the financial services industry before paperless was a thing. As we began (manually) transposing paper records into databases, the importance of getting it right was drummed into us. We knew that if these shiny new systems (think Xplan circa 2001) were going to really add efficiencies to our day, we needed to…
How dirty is your data?
Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame – this feeling that you’ve been procrastinating, and that thing which you’ve been knowingly neglecting is festering into a bigger problem by the minute? If so, you probably haven’t been paying much attention to your data, how it’s…
Time for a data deep clean
In the second part of this series, we looked at dirty data and what you can do to mitigate it. But what if you’re not starting from the ground up? What if your practice has been running for some years with no real data governance, and now it feels like your data is too far gone – too dirty – to do anything about…
Your data glow-up: keeping it sparkling clean
You've wrangled those dirty data monsters and scrubbed your datasets sparkling clean. Now, let's talk about keeping them that way! Because who wants to constantly be on a data cleanup crew, right? It's time to put on our data hygiene hats and delve into some strategies for maintaining that pristine data perfection.…

Masterclass tools

CPD – Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
CPD – Unlocking compliance efficiency in Xplan
Compliance is one of the biggest friction points in advice – but it doesn’t have to be. Developed by Iress Xplan expert Courtney Youngblutt, this guide explores how to embed Case Benchmarks into your Xplan workflows — turning compliance into a streamlined, auditable process. Learn how to reduce manual oversight, increase…
CPD: Vision and goals planner
Are your business and personal goals aligned? According to Rod Bertino at Business Health: "Success at the expense of your happiness, health and enjoyment in life isn’t success at all." Take a few minutes to complete this questionnaire and quickly discover whether there’s any disconnect between your personal goals and the…

CPD Webinars

AI: From hype to prototype
There’s much talk about AI's risks and rewards, but what’s the immediate opportunity for advice businesses? How can the risks be managed? And what is Iress doing to bring AI functionality into Xplan? Join Iress and Amazon Web Services (AWS)—provider of a comprehensive set of AI services used by over 100,000 customers to…
The great retirement rescue
A staggering 2.5 million Australians will retire in the next decade, unlocking $540 million in potential advice fees. With growing government focus on the retirement phase of super and a flood of new market entrants, the pressure is on to deliver smarter, more accessible retirement advice. Hear from Iress, John O'Mahony…
The growth debate
Over 80% of Advisely members are planning to grow their advice business in the next 5 years. But with 40% citing finding ideal clients a top challenge, the pressure is on to get smart and intentional about growth. Catch up on our unmissable debate on the right way to grow and see all your questions answered by a panel of…
Solving the $2.1bn advice capacity conundrum
Could your business take on 30 new clients? Advice 2030: The Big Shift 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. Hear from Iress, a Deloitte economist and adviser, as they unpack the capacity conundrum and the…

Latest

For what it's worth
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…
Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
Planning the transition
Whether you’re considering selling or acquiring, it’s important that you plan carefully – consider your options, determine the challenges, obstacles and potential roadblocks and build your strategy. All of this should all come together in your transition plan. From the buyer’s perspective, the impact of a new…
CPD – Unlocking compliance efficiency in Xplan
Compliance is one of the biggest friction points in advice – but it doesn’t have to be. Developed by Iress Xplan expert Courtney Youngblutt, this guide explores how to embed Case Benchmarks into your Xplan workflows — turning compliance into a streamlined, auditable process. Learn how to reduce manual oversight, increase…
CPD – Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
Are you protecting your reputation capital?
Digital professionalism isn't just about having a nice website and posting occasionally on social media. It's about having an online presence that builds reputation capital: the trust and credibility that becomes your competitive advantage as a financial adviser. But there are both opportunities and stakes at play here. On…
Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in — helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
Connect the dots
Most clients say they’d refer you, but only 60% actually do. Without a steady stream of new clients, advice businesses risk relying on an ageing, shrinking revenue base. How will you build a referral system that works without the awkward ask? This guide shows you how. Click below to download.
Don't just find clients – find the right clients
In the financial planning world, success isn’t about working with just anyone – it’s about targeting the right clients who align with your expertise and service model. For us, the ideal client isn’t just someone looking for financial advice; it’s individuals with a high level of investible assets and financial complexity.…
When the engine stalls
My career began in the back office, which seems to be the norm when progressing through the ranks of a financial planning firm. The years I spent in this role gave me a good guide on how things should be done – from the ground up. The back office is called the engine room for a good reason; without it, we would stall. I…

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