Advisely

📺 Trailer: Advisely Growth Masterclass 📺 In this seven-part, CPD-accredited series, we take you behind the scenes of an advice practice's journey to bring on more clients. Watch as the experts help to transform their business in the areas of strategy, compliance, tech, people and cyber as they prepare to scale up. We’ll release the first three episodes of the series and member-exclusive resources on October 10th. Stay tuned. 🔗 Read more: https://lnkd.in/gUA_ey8a Kudos to Matthew Coman CFP®, Darren Stevens, Timothy Boxsell and the team at Twomeys for undertaking this journey. Massive thanks to our experts: Rod Bertino from Business Health Pty Ltd, Selin Ertac from Tangelo Advice Consulting, Jessica Lamb from Practice Dynamix Pty Ltd, Alisdair Barr from Striver and Fraser Jack from The Cyber Collective #FinancialAdvice #GrowthMasterclass #AdviselyIndex #Efficency

"You look at the industry at the moment, and it's quite hard to deliver advice to those lower demographics, but they really are the people that need it the most." 📆 Register now for our exclusive CPD webinar next Thursday at 12pm AEST, where Mathew Tenison from Tik Financial Group will share how he's increased capacity to serve more clients. He joins an all-star panel, including Iress APAC Wealth EGM Kelli Willmer, Chief Corporate Affairs & Marketing Officer Kelly Fisk, and Deloitte Economist and Director Ben Lodewijks. Save your spot here: https://lnkd.in/geNUU8Gk #TheBigShift #FinancialAdvice #Advice2030

Have a burning question about Xplan datafeeds? Don’t miss the Advisely #AskMeAnything with Rob Borthwick, Xplan datafeeds expert and Head of Product - IressNet at Iress, tomorrow Thursday 12th September at 2pm AEST. With over 25 years of experience developing financial planning software and in particular datafeeds, Rob is here to help. Post your questions now: https://lnkd.in/gEjQtMep #Xplan #Datafeeds #IressNet #FinancialPlanning

Feeling the chaos of undefined workflows? It’s time to change that! In the latest Advisely blog, I shared why clearly defined processes are the key to boosting productivity and improving client experiences. Let your advisers focus on what they do best—client relationships. Check out the 3 key processes you need to streamline for a more efficient practice. #FinancialAdvice #Workflows #Efficiency

Ready to elevate client experience in your advice firm? In my latest Advisely piece, I reveal easy ways to boost efficiency and transform your client satisfaction. Read the blog now: https://lnkd.in/e7_MsCDf

Ready to streamline the processes in your practice? Tamara Morey from TNT Group and Jessica Lamb from Practice Dynamix Pty Ltd share how clear workflows boost efficiency – and the dangers of not having them. #Efficiency #Xplan #FinancialPlanning

Feel like your client experience isn't up to scratch? Luckily, you are responsible for the client experience– not your licensee, compliance manager or software provider. Tony Stephens from Business Health Pty Ltd reveals 4 easy ways to boost efficiency and transform your client satisfaction. Link in the comments for the full blog. #FinancialPlanning #PracticeManagement #Efficiency

Struggling with messy workflows? Time to map it out! In the latest Advisely blog, I break down why visually mapping your processes is a game changer for efficiency and client satisfaction. Define your workflows, automate where possible, and watch your team thrive. Learn the three key processes you should focus on to get started. 🔗: https://lnkd.in/gGxc9KAd #FinancialAdvice #Workflows #Efficiency

💻 Is your tech stack slowing you down? It might be time for an audit! Discover how top advice firms streamline workflows and boost efficiency by using fewer platforms. 🔗 Read more: https://lnkd.in/gHP6kRh5 #Efficiency #TechStack #FinancialAdvice #Xplan

Will we see a new era of empowerment for advisers? With the second tranche of DBFO on the horizon, advisers will still need to provide advice that meets the best interest requirement (and adhere to the Code of Ethics). Crucially, though, how they get there will matter less than the final result. Selin Ertac from Tangelo Advice Consulting explores why the removal of the safe harbour steps will empower advisers and the industry as a whole. #QAR #DBFO #Compliance #FinancialAdvice