practice management

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…
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.…
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.…
The Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or the Annual Review – is the hidden weakness in many firms. While owners focus on revenue, it’s often the quiet chaos in how…
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…
How's your growth plan going?
At Business Health, we subscribe wholeheartedly to Peter Drucker's idea that "you can't manage what you can't measure.” There's a lesser-known Drucker quote that's equally important, though: "If you can't measure it, you can't improve it." So, to the question at hand: how are your growth targets going? I attended a…
Want to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are…
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.
Form type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick options each time, just review and make any changes. We have a checklist that we want advisors to use in meetings. This covers all…
The Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper into retirement. For practice owners this means clients are not merely available; they are queuing. The opportunity, however,…
🤓 Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to…
The delicate balance of profit, people and purpose
When you hear the word growth, what comes to mind? For a lot of people, it’s numbers – bigger profits, more clients, more staff, more everything. But I’ve been thinking about this a lot lately, and I reckon we need to look at growth a little differently, both in business and in life. Growth in business – is more really…
CPD webinar: 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…

practice management

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