Finding a new service provider can be stressful and confusing. Here is a few thoughts on how to streamline the process.Read More
A must read article for those consider joining a ‘hosted’ XPLAN site.Read More
Financial Advice businesses that we see delivering profit margins in excess of 50% are the ones who have tirelessly focused on incremental business improvement, have brought in experts to solve key issues and invested heavily in technology to improve their business.Read More
The XPLAN configuration market has left many advisers and AFSLs confused on this issue. Here we try to spell out the issues to help you make the best long term decisionRead More
When it comes to data entry, accuracy as well as speed are equally important. Staff are under pressure to get tasks done quickly, and with that pressure, more errors are likely to occur.
Data in XPLAN is used to provide insight for the adviser, and they use this data to make decisions which forms a basis of the advice they provide to their client. If the accuracy of the data is low, the insight will be lacking, influencing the advice they provide.Read More