Most RecentMost ViewedMost LikesThe end of paraplanning? The reports of paraplanning’s death have been greatly exaggerated. 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? I'm Peter Worn, Advisely expert in advice process and technology Advice needs to focus on collaboration - sharing ideas and, occasionally, sharing the pain. 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. 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. Advisers just don't have time Or do they? 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. I'm Deb Kent, Advisely board member This business is about people skills, so be authentic. Be yourself. Speaking the same language If an adviser doesn’t have trust in their support team, their efficiency levels will suffer.
