Forum Discussion

jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
2 months 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 T...
advice servicing
technology
xplan
penelope.mcwilliam2's avatar
penelope.mcwilliam2
Social Sightseer
8 days ago

Hi Jess,

I'm exploring ways to better automate and organize our paraplanning workflow. At the moment, we're using Xplan Tasks/Threads, but I find myself constantly having to monitor and adjust them.

I'm looking at tools like Asana, Monday.com, or Jira, but I'm wondering if you have any recommendations—especially if there's a solution that integrates with Xplan?

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

    It’s interesting to note that many firms are actually moving away from external platforms like Asana, Monday.com, or Jira, and bringing their workflow management back into XPLAN.

    Processes do evolve over time, so it’s important to regularly review and update them, but this should not feel like a burden. Here are a few suggestions to help automate and streamline your paraplanning workflow within XPLAN:

    1. Ad-Hoc Processes: For tasks that need flexibility, consider using a Task Template with a checklist for key action items. The task can remain open throughout the process, and the checklist will allow you to track progress. Standalone task templates are also easy to update as your processes change.
    2. Larger Processes: For more complex workflows, consider reviewing and refining your processes at least every six months, with a more comprehensive review every 12 months.
      • You can duplicate workflows to test major changes before making them live. (If you are not sure how to do this let me know and I'll share a how-to video.)
      • Your processes should reflect the ideal path you want your clients to follow, but it's important to include exit points where needed. If a client deviates from the standard process, it’s perfectly fine to pause and then resume once the issue is resolved.

     

    By refining these workflows within XPLAN, you can create a more organised, automated process without relying on third-party tools.

Related Discussions

Recent Discussions