How to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how this works it does not appear to do anything? Thanks in advance!Falling into Advice
Question: Who has had a great experience in the last couple of years, that they would like to shar, bringing on a new adviser from another career, location, education back ground? Why? We are now talking to a diverse range of ‘future advisers’ from all types of backgrounds including the undergraduates university cohort Striver is known for. ‘Falling into Advice’ is part of the fabric of what has got the profession to where it is today.AMA: I'm Darren Smith and I've just implemented a business succession plan, Ask Me Anything!
Got a burning question? Join me here on Friday 21st June from 11am to 11:30am. Having recently sold my award-winning financial planning practice last year and now working as a business coach at Slipstream Group, I'm here to answer all your business transition questions. Start posting them below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions in thediscussion forums and make sure you tag me at Darren.SmithWhat is your number 1 requirement when it comes to managing Client Correspondence?
There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention the correspondence created internally within your business. When it comes to managing these documents, there are many schools of thought around 'how to store' and 'where to store' this correspondance. From CRM solutions to Cloud Storage to internal servers to paper! So many factors need to be considered such as ease-of-access, security, cost to the business, and protection from theft or loss. When it comes to managing your client correspondence, what is your number 1 requirement (or top 3 if you can't narrow it down) and what drove you to pick your current method?Creating your vibe
You need one thing above everything else, to create a vibe which is genuine and personal for your clients – you must truly know your clients. Unfortunately, it’s our experience that very few practices are taking full advantage of their CRM functionality to capture the information they need to create that key personal, relationship building information. And, even if it’s being collected at the onboarding stage, few practices deliberately maintain this information. Simple info such as their children’ names (and their occupation or education level), details of the client’s preference for morning or evening meetings, coffee or tea, in-person or virtual meetings, wine or the ballet or both (will allow you to provide interesting content for your communications, plan events which appeal and so on), what the client is planning to do once the retire, when’s their next major holiday and so on. In other words - the ‘life stuff’. What info do you collect (and maintain) to build meaningful, long term relationships with your clients?AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at Jessica-Lamb .What are the top 3 things you do in your practice to provide a great client experience?
I loved Kim-Payne 's latest video on Baselines, blind spots and black holes in the client experience. It can get so overwhelming to know where to start sometimes, focusing on those moments that really matter is a great approach. Have you watched the video? I'm keen to hear what top 3 things you do in your practice to excite and delight your clients?What steps have you and your team taken to address cybersecurity risk?
Recent CoreData research suggests advice practices could lose at least 13% of business in the aftermath of a cybersecurity incident. In light of this alarming figure, I want to know what steps have you and your team taken to address cybersecurity risk? I also encourage you to register for the upcoming webinar on February 29th at 9:00 am AEDT where fraser-jack and I will be looking at real-life stories of cyber breaches and what you can learn from them! Click here to register.
