Advisely

🚨 Advisely Wrapped 2024 just dropped 🚨 Jump into the year that was on Advisely! What were your favourite blogs, CPD webinars, guides and AMAs? 🔗 Links to all the featured items in the comments below. #FinancialAdvice #CPD #Efficiency

Hyper-personalisation has moved beyond coffee orders for clients to using AI, data, and automation for bespoke advice. Peter Worn, Tony Stephens and Kim Payne share insights on how to make this process efficient, impactful, and client-focused. #FinancialAdvice #ClientEngagement #Personalisation

"Ignore all the regulatory noise and take control of your business." Conrad Travers from Tangelo Advice Consulting shares his top efficiency tip for advisers in 2025. Are your advice processes up to scratch next year? Selin Ertac #FinancialAdvice #Processes #Compliance #FAAACongress

Automation can transform your processes and practice—but where do you start? Iress Xplan efficiency expert Courtney Youngblutt answered your top Xplan questions, from automating client reviews to streamlining workflows, in her latest Advisely AMA. #FinancialAdvice #Xplan #Workflows

Iress GM Product Jacob Chapman shares some of the exciting work being done to bring AI functionality to Xplan. In our latest on-demand CPD webinar, Jacob, Srichakri Nadendla from Amazon Web Services (AWS) and Kerry Ong from Iress discuss the immediate AI opportunity for advice businesses and how the risks can be managed. Watch now: https://lnkd.in/gqpv6BiK #FinancialAdvice #AI #Xplan #FileNotes

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

"As a paraplanner, there's one comment I dread the most from an adviser: 'This will be a straightforward plan.'" Why? Because it rarely ever is, finds Dela Dzadey from TNT Group. #FinancialPlanning #Paraplanner #AdviceDocuments

Advisers, we want to hear your thoughts on retirement advice. 🗯️ Iress are looking to make it easier for you to access retirement income products by fully integrating them throughout the advice journey. To begin this process, we want to hear from you. Do you use lifetime annuity products as part of your client’s retirement strategy? What barriers have you experienced? What modelling capabilities would you require? Take 2 minutes to share your thoughts here: https://lnkd.in/g5Vu_XpT #financialadvice #financialplanning #retirement

Tamara Morey from Zestt Consulting says culture is no longer a "nice-to-have" – it’s the deciding factor in whether your employees stay or join the great resignation wave. But, where do you start? TNT Group Zestt Consulting #FinancialAdvice #Culture #Employees

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