Forum Discussion

Curious Observer

7 months ago

Benchmarking Survey

Hi! Completed the survey today after gathering data across my 3 entities, submitted and got no result. Asked to sign in again and it wants me to complete again... any assistance appreciated?

rainier.reyes
7 months ago
Thanks for clearing your cache amc and glad to have this sorted. Apologies again for the inconvenience.

rainier.reyes

Advisely Team

Thanks for letting me know amc - I've DM'd you.

rainier.reyes

Advisely Team

7 months ago

Thanks for clearing your cache amc and glad to have this sorted. Apologies again for the inconvenience.

Related Discussions

Benchmarking in context
Here are five key tips for using and choosing your benchmarks.
Terry-Bell
12 months ago
Index users are cutting SOA production in half
According to the latest Advisely Index figures, Advisely members are nearly twice as fast at producing complex client SOAs compared to our 2023 industry benchmark. How do you match up?
Advisely-Team
9 months ago

Recent Discussions

Expected Revenue Tracking
Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Ty...
qld1.universal
2 hours ago
Pension phase modelling in Xtools+
Does anyone have any tips or tricks for calculating the capital required to meet a required income during retirement (incl. Age Pension entitlements) or alternatively, determining a safe withdrawal r...
nathan.greenaway
4 hours ago

Forum Discussion

Benchmarking Survey

Benchmarking in context

Index users are cutting SOA production in half

Expected Revenue Tracking

Pension phase modelling in Xtools+