Most RecentMost ViewedMost LikesWatch now: What your clients don't tell you Become a member to access the CPD webinar. 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. Two ways to simplify client onboarding Onboarding is one of your clients’ first real experiences of you and your service. Here’s how to get it right. 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 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. 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
