How do we challenge ourselves?

Welcome to Advisely, Cass – so glad you could join us on our mission to level up efficiency in advice!

Trying to know what you don't know always seems like an impossible task! Luckily, there are ways to make the unknown known. Here are some of my recommendations:

1. I can say that this is the premiere forum where you can connect with peers and industry experts to tap into their expertise and take away best practice tips. If you have any specific questions, I highly encourage starting more discussions on particular functionalities or workflows, or even ask one of our experts in the Ask an Expert section.
2. Check out the blogs in the Xplan Hacks section. Here you'll find tips (and tricks) on how to leverage Xplan to deliver driving operational efficiencies, greater client engagement and value for your investment. Here are some really great ones to start – and make sure you hit 'Follow' to receive updates when a new post comes out!
   • Xplan tools to help you focus on client engagement
   • 3 favourite Xplan hacks
   • Transform your advice conversations with Visualise
   • Advice Toolkit hacks
   • Client Portal hacks
   • Xplan shortcuts
3. For more in-depth info about a specific Xplan functionality, you'll find a plethora of information in the Iress Learning Centre resources and Iress Community.
4. Lastly, I encourage you to complete the Advisely Index. See how your practices stack against key industry benchmarks, and perhaps use the findings as the lens with which you communicate your needs with your RM.

I hope this helps!