Australia

Sounds exciting, doesn’t it? At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI” and “delve into business intelligence” at the top of most financial advice practices’ list of new year’s resolutions as we move…

In the fast-paced and ever-evolving landscape of financial planning, having a structured strategy for the next 12 months could be the key to long-term success. A comprehensive plan helps you stay on track, achieve measurable goals and ensure continuous improvement. So, how can Xplan help? As one of the leading financial…

Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all your questions and more answered in my upcoming Ask-Me-Anything session. Join me here on Thursday 30 January 2025 from 2pm to 3pm…

I recently jumped onto Advisely to answer all your questions about how Xplan can make your everyday processes more efficient. Here are four of the most interesting conversations that came out of this AMA: Q: What does a best-in-class Xplan setup (with all the 'bells and whistles') look like to make the most of Xplan? One…

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. @lana.graham is the Xtools product manager and resident expert at…

Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all your burning questions answered. With over 20 years of experience helping financial advice practices deliver better client…

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help or hear your…

I recently jumped onto Advisely to answer all your Xplan automation questions. Here are four of the most interesting conversations that came out of this AMA: Q: When a task is completed, can a note be added to the relevant client with the PDF merge of the comments and task description? Yes, this is absolutely possible and…