Advisely reposted this
Any end of year Xplan questions? Have you set up auto reassigning of tasks for team members who are on leave? Did you get your holiday email sent out? Want to know how to automate the sending of a New Year SMS while you're relaxing on the beach? 🏖️ Jump in and ask Andrew Wilson anything at our last Advisely AMA for the year. 👉 Post your questions now https://lnkd.in/gwN6SG6s #Xplan #Advisely #Automation
Have you fully automated your end-of-year? If it’s repeatable, it can likely be automated in Xplan. Need help? Don’t miss our #AskMeAnything with Andrew Wilson, Xplan Design Consultant and efficiency expert at Iress next Wednesday 18th December at 3pm AEDT! 👉 Post your questions now: https://lnkd.in/gwN6SG6s With over 20 years of experience helping advice practices deliver better client experiences with Xplan, Andrew is here to help! #Xplan #ClientFocus #Workflows #Automation #FinancialPlanning
