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Jessica-Lamb's avatar
Jessica-Lamb
Icon for Advisely Partner rankAdvisely Partner
3 months ago

AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!

With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future.

On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me 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 Jessica-Lamb .
advice execution
advice production
client engagement
clients
practice management
technology
xplan

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  • Rainier-Reyes's avatar
    Rainier-Reyes
    Icon for Advisely Team rankAdvisely Team
    3 months ago

    Welcome everyone to the Advisely Ask Me Anything (AMA) thread!

    Here's how to get involved:

    1. Submit Your Questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video needed. Whatever advice production and Xplan questions you have, Jessica-Lamb will be here to answer during the scheduled time.
    2. Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
    3. Stay Engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
    4. Enjoy the Experience: Use this opportunity to gain insights, share laughs, and connect. Let’s make this AMA one to remember!

    Looking forward to all your amazing questions and let the asking begin!