Most RecentMost ViewedMost LikesXplan 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 old referral model is dead. Here’s what’s next The “dream team” experience of financial planning, broking, accounting and legal going hand-in-hand is changing to a client-led model and networks Advisers need to change their hook People are afraid. Not only that, but the path ahead seems very unclear – not just for them individually but for the entire world. We need strong stories now more than ever A fresh look at the Review Process In this video, I share my tips on how you can create further efficiencies within Xplan. Want to find out where you sit on the Advisely Index, sign up or login to Advisely now and take the test.