Forum Discussion
zita.white
Iress Team
Iress TeamAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm.
With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
rainier.reyes
Advisely Team
Advisely TeamWelcome everyone to an Advisely Ask Me Anything (AMA) thread!
Here's how to get involved:
- 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 Xplan questions you have, Zita will be here to answer during the scheduled time.
- Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- 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.
- 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!
An exclusive badge is also available for participation in the AMA!rainier.reyesAdvisely Team
Advisely TeamThank you everyone for joining and submitting your questions. Don't forget to refresh the page as new questions and answers come in!
Related Discussions
Recent Discussions
