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 .Who proactively asks their software stack providers about security?
The results are in from ASIC's Cyber Pulse Survey, and the report has been released (12th November 2023). So much to unpack! One of the points they make is around supply chain risk. Without looking at the survey, I'm interested to know your thoughts on the percentage of advice firms that have already asked their software stack providers about the levels of security they have in place and can provide the evidence to show they did their DD. What percentage do you think have this on file?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 dela.dzadey or lana.grahamWhat 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.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.AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on Thursday 13th November from 3pm to 4pm to find out! Whether it’s about maintaining client data integrity, automating workflows and client comms, 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 in thediscussion forums and make sure you tag me at jessica.lambAMA: 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.white
Client 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?POLL: What will impact advice accessibility the most in the next decade? 🤔
It is commonly agreed that accessibility of advice is currently a problem and is only set to compound over the next decade. In your opinion which of the following will have the most profound impact on advice accessibility over that period? Data - efficiently in who needs advice and when People - professionals and support Software - efficiency in advice delivery Comment [1], [2] or [3] below 👇👇
