AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. lana.graham is the Xtools product manager and resident expert at Iress, and we’ll be hanging out here to answer any questions you have. In the meantime, you can start popping your questions below and Ask Us Anything! Update: This AMA has now ended but please continue to pop your questions down below or in thediscussion forums and make sure you tag me at deladz or lana.grahamWebinar: The $2bn advice capacity conundrum
Could your business take on 30 new clients? Advice 2030: The Big Shift revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. Hear from Iress, a Deloitte economist and adviser, as they unpack the capacity conundrum and the role of tech in helping advisers free up time to serve more clients. Become a member to watch nowWhat Skills Matter in an AI-Driven Financial Services Industry?
I've been giving a lot of thought to how the increasing presence of artificial intelligence will affect how we hire and develop talent in the financial services industry. Would love to hear what everyone else is thinking. As AI gets better at handling routine tasks and data analysis, the kind of work we typically give to new hires to cut their teeth on, it raises some important questions. For starters, what kind of roles and responsibilities should we be hiring for now? Should we be focusing more on bringing in people with strong interpersonal skills, emotional intelligence, and strategic thinking abilities? People who are able to form genuine relationships with clients and come up with original solutions to difficult problems? What do you think are the key roles we should be hiring for now? I'm eager to hear your ideas on how businesses can attract, nurture, and retain top talent in this new era.AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at zita.whiteWhat 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?
