Automating client reviews stands out as one of the most significant efficiency gains for any advice practice. Developed by Jessica Lamb at Practice Dynamix, this guide dives into the simple steps you can take to leverage Xplan’s automation capabilities to transform your review process and unlock your team’s full potential today.
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Updated 2 months ago
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Advisely Team
Joined October 25, 2023
Xplan Hacks
Tools (and tricks) of the trade.