-
The seasonal menu
As any executive chef knows, earning a Michelin star is one thing; keeping it is the real challenge. A five-star restaurant doesn't become the best and then stop. It retains its star by relentlessly pursuing perfection. It adapts. It refines. It evolves. It introduces a seasonal menu. In your Xplan practice, this is the…
-
Checking the pass
I don't know about you, but I enjoy the drama of watching an episode of Hells Kitchen just to see that infamous celebrity chef lose his cool and throw a plate full of food at his up-and-coming potential protégés. But let's be real here: drama can stay where it belongs, which is on the TV and not in Xplan. So why let Xplan…
-
Mastering your templates: the recipe book
It’s Saturday night. You try out the hottest new dumpling restaurant on King St, and it’s a revelation. The pan-fried pork buns are simultaneously crispy and juicy, the xiao long baos are bursting with mouth-watering umami, and the service (for a dumpling joint at least) is impeccable – you actually get everything you…
-
Calibrating the equipment
Now that your highly-trained team is in place, it’s time to ensure the equipment they use is perfectly calibrated. Precision tools can make the difference between a good dish and a great one. A perfectly-calibrated oven, a razor-sharp knife, a precise sous-vide machine – these are what allow a chef to execute a recipe…
-
From the takeaway counter to silver service
A five-star restaurant is only as good as its team. You can have the best ingredients and the most refined recipes, but if your team can't deliver, the experience falls flat. This is where you, the Xplan Site Administrator, come in. You're the head chef or the maître d'; the "master of the house" who’s responsible for…
-
The brigade system
Have we piqued your appetite yet? Now that you have had the amuse-bouche, it's time for the entree. Let's now look at how to meticulously structure user hierarchies, groups and access levels so every team member can work efficiently and flawlessly within their designated station. Stations, everybody! Have you ever had to…
-
Your kitchen non-negotiables
We’ve talked about mindset and what it takes to truly be an Xplan champion. But before you can start serving up five-star advice, you need to get your kitchen in order. In Xplan, this means building solid foundations to establish how your site operates. Without a consistent foundation, your data will be inconsistent, your…
-
The executive chef mindset
Do you struggle with getting Xplan to work in your business? Does it feel like everyone in your office is doing their own thing, making it hard to tell where a client’s at or where important notes are kept? If this sounds like you, you might be missing an “Xplan champion” in your business. The Xplan champion is key to…
-
How to automate unsubscribes in Xplan
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
-
The recipe for a five-star client experience
In our new Advisely series, we’re going to focus on what all great Xplan site administrators do to ensure the sites they manage are the best of their kind. Great Xplan administrators possess a deep understanding of the system, enabling them to transform their sites into paragons of efficiency. We will highlight what these…
-
Transform your advice conversations with Visualise
What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations. Why should you use Visualise? * Client engagement:…
-
Download now: Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
-
Your one-stop automation shop
If you’ve ever wished Xplan could just “do it for you,” Scheduler is your answer. It’s the engine behind the scenes that runs tasks, sends communications and triggers processes exactly when you need them. What Is Scheduler? Scheduler is Xplan's time-based automation tool. You set the rules and it does the rest – no…
-
Let the system do the heavy lifting
Have you ever thought, “I wish this task could just run itself?” Well, Xplan has you covered. With automation built into Task Templates and Case Threads, you can streamline your workflow and let Xplan take care of the grunt work so you can focus on the advice. What can be automated? Here’s just a taste of what a single…
-
Your data glow-up: keeping it sparkling clean
You've wrangled those dirty data monsters and scrubbed your datasets sparkling clean. Now, let's talk about keeping them that way! Because who wants to constantly be on a data cleanup crew, right? It's time to put on our data hygiene hats and delve into some strategies for maintaining that pristine data perfection.…
-
What does the future hold for reporting?
Your data journey has come a long way – from the murky depths of spreadsheets riddled with outdated entries and duplicates to the crystal-clear efficiency of a centralised, well-maintained CRM. It has been a path of highs and lows, involving cleansing and correcting, updating and streamlining. Most importantly, though, it…
-
Are you getting the most out of the Xplan Task Hub?
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
-
Your Xplan optimisation questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Here are four of your best questions that came out of this AMA: Q: Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy to…
