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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All advice practices need to create a Statement of Advice for their clients. We have worked with clients who were previously spending over eight hours editing their documents after merging. We helped them reduce that by 75% by coding into XPLAN a Statement of Advice template or setting them up on our hosted Xpress solution.
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We see many instances where advice practices are under-utilising their Xplan software. Let us show you a key feature that will have you getting the most of your Xplan installation.
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Are you someone who reads the manual for your new car or that new kitchen appliance? The answer is probably ‘no’ for most people. Chances are, you may never learn the full capabilities of your latest purchase. You could be missing out on some of the key features or benefits you already have access to. Or worse, you buy more technology to fill a gap you think you have.
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Amongst all the changes and challenges, for every financial planning business, one thing has become abundantly clear – investing in the right financial planning software and its implementation is vital for a successful future.
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