Client portal hacks
Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.404Views4likes10CommentsClient reviews
G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review meetings and preparing review documentation? Could this area and the report we provide clients at review time do with some focus?400Views4likes17CommentsAMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 15 years of experience designing solutions for advice businesses, I’m here to help with all things Xplan. Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified.325Views4likes24CommentsAdvice Request Best Practice
What is seen as the best practice for advisors sending through a request for advice to be prepared to the paraplanning team? I can think of some ways using cases to have a task where the advisor completes templated notes, but most businesses that I've seen the requests are still sent via email to the paraplanning manager/senior paraplanner who then delegates the work. I imagine a wizard could be used too, but ideally we want the process to be straight forward, including detail on strategy and product recs (or considerations). I'm curious as to what works well for both new advice requests as well as SoAA/RoA processes.229Views3likes7Comments3 favourite Xplan hacks
Going deeper with a limited number of software applications streamlines processes, reduces complexity, and minimises room for error. Advice firms that are getting more done, faster and with greater efficiency than the rest. Here’s 3 Xplan hacks to help you do just that!200Views1like0CommentsTracking Client Progress
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over time. However we're doing this manually and it's time consuming. Is there any automated way to do with? Any reports built into Xplan? Do you have any other good ways to show clients their progress? It would be especially good if there was a way to link it to their goals.150Views5likes10CommentsThe struggle for adviser capacity
These days, we see advisers doing more administration work than we saw 5 or 10 years ago. Research, plan requests and even application forms are unnecessarily taking up their time and stifling capacity. And this is not simply due to more compliance. So what's driving the hesitation to hand-over to a support role? Is it finding the right support? A lack of trust? Or something else?129Views6likes5Comments