We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians.

In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model.

Whether you're just starting out, like Kylie, or growing your business, it can be easy to overlook the capabilities of the tech you already have.

If you’ve got a bold vision like Kylie and you’re building out your advice processes, trying to scale efficiently, or just need Xplan to do more of the heavy lifting, this AMA is your chance to ask. For example:

• How do I track which referrers bring in my best clients?
• What’s the best way to ensure my file notes meet compliance obligations in Xplan?
• How can I track my marketing efforts?
• Can I invoice my clients from Xplan?
• How can I utilise Visualise in the onboarding process
• When should I introduce the Client Portal into my fact-find process

Join me here on Thursday 31st July from 3pm to 4pm AEST.

I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help!

❗️This AMA is now closed for questions

?️ Let us know what you thought of the AMA and what topics you would like to see next here.

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 Iress, and we’ll be hanging out here to answer any questions you have. In the meantime, you can start popping your questions below and Ask Us Anything! 

Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at @"dela.dzadey" or @"lana.graham" 

With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. 

Start popping in your questions below and Ask Me Anything!

Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at @"zita.white"