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…
Ever feel like tracking all the moving parts of a client engagement is like herding cats? From initial fact-finds to final advice delivery, there are countless steps and documents. If you're looking for a more structured and efficient way to manage your client work, it's time to dive deeper into Xplan's powerful "Cases"…
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:…
Overview Follow the set of videos below to help you add and manage your clients through Xplan Mortgage Time you'll need to set aside for this article: approx 12 minutes Agenda * Learn how to: * Add a client * Complete a Fact Find * Where next? * Learn more within our Community Learn how to: Add a client Has sound Length: 2…
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