As financial advisers, finding extra time in the day is a worthwhile exercise. So when you can find ways to streamline your workflow, the additional minutes are invaluable. One essential tool that can help you achieve this is Xplan's Scheduler function.
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Practices that outperform have a sharp focus on productivity and efficiency. They have a sharp focus on their processes and the constant evolution of these in the pursuit of productivity and efficiency.
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As a Licensee or advice practice, one of your top priorities is ensuring that your advice delivery process is personalised, highly efficient, and compliant. In previous Enzumo blogs, we've delved into XPLAN optimisation for practice management and offered valuable suggestions on streamlining your processes to create positive change. This article focuses on the power of XPLAN Wizards and how they can enhance your approach to advice production.
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Did you know the average cost to a small business of a cyber breach in the 2021-22 financial year was $39,000? As financial advisers and business owners, ensuring all your stored client data is kept secure is crucial. A data breach can significantly impact your business and reputation, and it can be devastating to have to inform clients that their information has been compromised. One way to improve security is by implementing two-factor authentication (2FA) on your XPLAN site.
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