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Xplan Hacks
1 MIN READ

Free tool: 7 steps to automating your client review process

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Advisely-Team
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2 months ago

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.

Become an Advisely member here to access the free resource and FAAA-accredited CPD.

 

Updated 2 months ago
Version 3.0
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