With the 25 years of experience I’ve had in this industry, I’m fortunate to receive referrals from accountants, industry super funds, mortgage brokers, and existing clients. These partnerships allow me to work with a diverse client base – from young families starting their financial journey to professionals, SMSF trustees…
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly if there are multiple lines of text in a file note, it is not clear to a client that they need to scroll right to the bottom to…
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice. Instead, it's about delivering a tailored service at scale. In this video, I'll explain why.
Let’s talk about one of the most common (and costly) mistakes I see advisers make when it comes to fees. I say this with love, by the way, because I used to do it too: I’d have a great first meeting, we’d agree on the scope and they’d pay the upfront engagement fee, which covered the SOA. (Or, back in the day, we’d wait…
In the financial planning world, success isn’t about working with just anyone – it’s about targeting the right clients who align with your expertise and service model. For us, the ideal client isn’t just someone looking for financial advice; it’s individuals with a high level of investible assets and financial complexity.…
If you've ever spent time anxiously awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process. So: how do you ensure clients don't feel like they've slipped through the cracks? It starts with understanding what clients actually need from…
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…
Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box: This could be useful if you need to do specific…
Based on indicative results from the Advisely Growth Survey, the vast majority (80.6%) of Advisely users are looking to take on new clients within the next 12 months. Of that cohort, just over 40% want to bring in between 10 and 30 new clients; a further third are aiming for more than 30. Nearly a quarter (23.5%) are…
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