nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Episode 3: Sharpen your tools

Advisely-Team

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.

Access the member-exclusive tool below to claim your CPD.

CPD: 7 steps to automating your client review process

Episode 4: Leadership intervention

Discuss this episode or ask @jessica.lamb a question in the discussion forums now!

Find more posts tagged with

Comments

There are no comments yet

Quick Links

All Categories
Recent Posts
Activity
Unanswered
Best Of