practice management

Client loyalty – how to earn it, keep it and respect it
One of the hardest things in any profession is gaining the trust of those you are working for – your clients. It’s hard to earn and easy to lose. One of the things commented on by my younger colleagues is the length of time I’ve been working with most of my clients. I often have a throw-away line similar to: “she’s been…
Help with XMerge from Commpay
Hi everyone, I'm looking to merge out some information from Commpay, specifically the Accounts list in Commpay>Transactions. Is there any Xmerge or ability to generate a report with the listing including: - Account name - Account Code - Hierarchy (Most important) - Account Category - Status - Contact Name - Contact Primary…
How do I remove the Time Taken tracker from a user's profile?
Screenshot example attached.
Turning great client experiences into referrals that actually happen
Most advisers agree that referrals are the most powerful source of new clients. Yet many firms leave them to chance. The advisers who consistently receive referrals do not rely on luck or awkward asks. They build simple, repeatable habits around feedback, reviews, and appreciation. Referrals and reviews are closely linked.…
Why every advice firm needs a “relationship pulse check”
If you ask financial advisers what really drives their business, most won’t say revenue, compliance, or even performance. They’ll say relationships. Strong client relationships sustain advice businesses through market volatility, regulatory change, and fee pressure. They underpin referrals, retention, and trust. Yet,…
What your paraplanner actually needs from you
I've spent a lot of time on the paraplanning side of the advice process, and there's a few things that reliably slows the paraplanning process down. It’s easy to blame the paraplanner (and sometimes it is their fault!) but what I often find is that a poorly structured paraplanning request is the reason things slow down.…
When a Good Practice Decides to Become Exceptional
A practical note on structural refinement and clarity Most advice businesses we meet are already performing at a high level. Clients are well cared for, revenue is stable, compliance standards are met and the team operates with professionalism. From both the outside and inside, the business feels solid. There is no crisis…
The Secret is Out: The Official Client List
For years, many financial planning businesses have been operating with a hidden weakness. It is not always obvious from the outside. The advisers may be capable. The clients may be loyal. Revenue may be recurring. The team may be busy. The CRM may even look full and active. But underneath, one basic question often remains…
From Good to Exceptional: The Subtle Architecture of High-Performing Practices
Most advice businesses operate at a high level, maintaining stable revenue, professional teams, and satisfied clients. From the outside, these firms appear solid; there is no crisis to solve or obvious weakness demanding attention. However, for many owners, there comes a quiet moment where "solid" no longer feels like…
Bulk import - User data
Hi Team, We do bulk imports (override and append) for clients on a daily basis, but has never tried it for maintaining User data. And since I was tasked to update a field (Region Manager Name) for all users, I think doing a bulk override would be the most practical way. But I can't seem to figure out the correct field key…
The dark side of niching
In my last video, I (maybe) sold you on the benefits of niching. But it's not all sunshine and ewoks – you're going to have to get comfortable with ways of doing business that may seem counterintuitive at first. So, in this video, let's explore some of the potential downsides of going down this path:
Your path to profit webinar
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…
Clients love me – I think?
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…
The Planner Who Wanted To Help Everyone
Jennifer was one of the good ones. She built her business in Adelaide from the ground up, one client at a time, one conversation at a time, one late night at a time. Her motivation was simple: to help people. If someone reached out, she would listen. If they needed advice, she would give it. If they couldn’t quite afford…
Stop building strategies in a vacuum
Understanding how your business compares to your marketplace peers can provide a critical perspective to your planning process. As Peter Drucker once put it, “Only outside a business are there results, opportunities and threats.” It’s for this reason that Business Health has been delighted to be a part of the Advisely…
Five signs a practice merger is going off the rails
Every week we speak with practice owners who thought their merger would be straightforward – and six months later, they’re dealing with staff walkouts, duplicated systems or silent boardroom battles. The numbers stacked up. But the human and operational fit didn’t, and the deal is now worth less, not more. The following…
XPLAN Adviser AutoSet Extracts
Is it possible to extract a report of all users and their AutoSet user options?
The real reason advice mergers fail
Mergers and acquisitions in the financial advice sector are on the rise – and for good reason. Scale brings efficiency, broader capability, and resilience in a changing regulatory and economic landscape. But while the strategic logic of merging is often sound, the execution is where many practices stumble. The reality is…
Thread / Task - How to create report
Hi all, We utilise a thread for our review process that indicates different tasks such as: * Conduct review meeting * Update XPLAN and conduct research * Lodge paraplanning request * Complete SOA * Finalise and send SOA I would like to understand if there is a report in EXCEL format that I can run to show the timeframe…
The Ideal Client Calculator
A Strategic Tool for Defining, Attracting, and Retaining High-Value Clients Introduction Financial planners often commence their professional journey by welcoming virtually any client to establish a revenue base. While this approach is practical in the early years, it frequently results in a heterogeneous client base - an…
Growing pains
Having worked with hundreds of financial planning practices across Australia, I’ve been lucky enough to have a kind of backstage view of the industry. From solo advisers to huge practices, it’s clear that the desire to grow is strong. The Advisely Growth Survey revealed that over 80% of advisers are looking to bring in new…
Client Portal for accountants\referral partners
Hi @lachlan.fuller, we're wanting to expand on our use of the Xplan client portal and open it up to accountants\referral partners so we can securely share client information with them. Recent discussions have identified that the previous professional adviser portal that was available is no longer supported so the only…

practice management

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