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jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
21 days ago

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!

Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency?

Join me here on Thursday 13th November from 3pm to 4pm to find out!

Whether it’s about maintaining client data integrity, automating workflows and client comms, or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything!

💬 This AMA is text-based so I’ll answer your pre-submitted questions in the scheduled time.

📆 Click here to save the date in your calendar.

🔔 Don’t forget to hit the bell in the top right corner to be notified.

advice servicing
technology
xplan
  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    4 hours ago

    Welcome everyone to an 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 is needed. Jess will be here to answer whatever Xplan questions you have 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!

    Recommendation before AMA: have you seen episode 3 of the Growth Masterclass series? 

    If not, I highly encourage everyone to check out the third episode here. 

    With new workflows in place, the Twomeys practice's next job is to put the client review process on autopilot and free up the team’s valuable time. This episode, enlists Xplan’s powerful capabilities to help them become one of the 37% of advice businesses who have automated the client review process. 

    Have any questions for jessica.lamb after watching the episode? Pop them in this thread too!

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