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Episode 2: Tackling tech
After tackling growth strategies with Dr. Katherine Hunt, Kylie’s next challenge is to learn how her tech can help her manage – and quickly convert -– prospects into revenue. In episode 2, Kylie sits down with Iress Xplan design consultant Courtney Youngblutt to discover the features and efficiency gains that can help…
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Competition closed: Share your mass market plans for a chance to win!
If you're an adviser looking to serve mass market clients in the next 1-3 years, we want to know which segment of clients you are most interested in targeting! Complete the one-minute Advisely Mass Market Survey before 11:59pm AEST Sunday 31st August 2025, and you'll go into the draw to win one of two $500 Good Food…
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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.…
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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…
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Episode 1: Organic growth bootcamp
Kylie Springall is on a mission to provide retirement advice to everyday Australians. Offering education and advice options to suit a range of clients, Kylie needs to master her marketing to bring in the clients she needs to hit her revenue goals. In episode 1, Kylie sits down with growth expert Dr. Katherine Hunt to…