Masterclass

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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…
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…
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…
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.…
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…

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Episode 7: Down to business
It’s crunch time. With the masterclass journey complete, the Twomeys leadership team have to walk the walk and put into action the plans they’ve developed with the masterclass experts. How confident in their success? Matt sits down with Rod Bertino and Kerry Ong at Iress to present his plan on a page.
Episode 6: Sizing up cyber risk
With 85% of cyber incidents caused by human behaviour, cyber risk is a growing concern for Twomeys as they prepare to scale their business. In episode 6, Fraser Jack at The Cyber Collective steps Matt and the team through an essential line of defence to protect their business and their clients from cyber attacks. Access…
Episode 5: The people plan
With ambitious growth plans on the cards, Twomeys’ ability to bring together three dispersed businesses and locations into one cohesive culture will be crucial to their success. Matt and the team will sit down with expert Alisdair Barr at Striver to tackle their growing pains and create a people plan that will unlock…
Episode 4: Leadership intervention
Midway through their Growth Masterclass journey, the Twomeys leaders take some time out with Rod Bertino at Business Health to make sure they’re aligned in their vision for the business. With so much at stake, will their personal goals and plans for the future help or hinder Twomey’s success? Access the member-exclusive…
Episode 3: Sharpen your tools
With new workflows in place, Matt’s next job is to put the client review process on autopilot and free up his team’s valuable time. In episode 3, Jessica Lamb of Practice Dynamix enlists Xplan’s powerful capabilities to help Twomeys become one of the 37% of advice businesses that automated the client review process.…
Episode 2: Back-office bootcamp
To achieve the efficiencies and scale needed to safely grow their business, Twomeys must make some big back office decisions. Helping them systemise their compliance processes and navigate potential risk is Selin Ertac, principal consultant at Tangelo Advice Consulting. Access the member-exclusive tool below to claim your…
Episode 1: Let's talk strategy
Twomeys financial advice practice is about to embark on a transformation to scale up as they prepare to take on more clients. To be successful, it’s crucial they understand where their business is currently at. Principal Matt Coman sits down with Rod Bertino at Business Health to discuss the current health of their…

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Advisely Growth Masterclass 2024
Watch industry experts transform the Twomeys practice for growth.
Advisely Masterclass 2025
Watch the experts help Kylie bring retirement advice to everyday Australians.