January 17, 2019

Compliance is always a polarising word in the financial advice world. Many Advisers are lamenting the associated costs; regulators are scratching their heads at what they see as a dismissive nature toward it and licensees are often caught in the crossfire. Trying to en...

September 5, 2018

We’ve heard experts for years trot out the SMART Key Performance Indicator metrics – Specific, Measurable, Attainable, Relevant and Time-based. We know that repeating them here is not reinventing the wheel, but truly, using the SMART metrics should always be your first...

July 26, 2018

As you may well be aware, the Financial Adviser Standards and Ethics Authority this week announced its draft guidance on the professional year for new entrants to the financial services industry.

In its release, FASEA outlined the proposed rules for the professional yea...

June 16, 2018

Watch the attached Video for some tips on creating an Email Template in XPLAN

     

Here is the FREE code:

<table bgcolor="#ffffff" cellpadding="0" cellspacing="0" style="height:100%; width:100%">
    <tbody>
        <tr>
...

May 10, 2018

Networking is a powerful tool for all business people and professionals. Taking a small-business-focus, utilising your existing networks and continuing to grow these networks are essential for your success. These networks should be grown from your internal social circl...

March 6, 2018

We tell our clients to do a financial health check, we tell them to do an insurance check, we tell them to do a mortgage check, we tell them to do a lifestyle goals check.

But, are we hypocrites in this industry? Do we run these checks on our own businesses? And do we r...

March 1, 2018

Frequently Asked Questions:

Today I was asked how to add fields to the client name at the top of the XPLAN page.

Fields such as:

* category,

* entity ID,

* Phone Number.

It’s easy!

It is called 'Fields on Client Focus Title'.

Watch our video on how to set this up on your XPLAN...

February 21, 2018

Frequently Asked Questions

Google Maps and Setting up API Key

View Client Address with Google Maps

You can view client addresses via Google Maps when a Google Maps API Key has been entered in System Settings. Client addresses can be viewed in two ways:

• single client via...

February 15, 2018

I remember reading an article on climate change a little while ago, and the article was discussing why expert knowledge is necessary. The article summarised:

“Why is expert knowledge necessary?”—we live in a knowledge economy. We live in an economy which is powered by i...

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