Most RecentMost ViewedMost LikesIndex 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? The end of paraplanning? The reports of paraplanning’s death have been greatly exaggerated. Xplan tools to help you focus on client engagement Here's how Xplan can help you build deeper client relationships without blowing up the back office. The defining trait of the top Advisely Index users Generally, advice efficiency is a game of inches – but per the latest Advisely Index results, that's not always the case. Advisers just don't have time Or do they? Speaking the same language If an adviser doesn’t have trust in their support team, their efficiency levels will suffer. I'm Peter Worn, Advisely expert in advice process and technology Advice needs to focus on collaboration - sharing ideas and, occasionally, sharing the pain. I'm Deb Kent, Advisely board member This business is about people skills, so be authentic. Be yourself. I'm Dela Dzadey, Advisely board member We want to continue to look at problems and processes and how we can make a better solution for everybody involved.