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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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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Many Australians have been thrust into the digital age over the last few years, whether they like it or not. But funnily enough, they have proved they can master it. So why not take advantage of the move and introduce a client portal facility?
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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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With many advice practices in the midst of changing their licensing circumstances or contemplating a move, advice software needs are at the top of the priority list.
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We see a range of Xplan installations in advice practices, and not all are getting their money's worth. However, the benefit of using your advice software extensively is the uplift in efficiency within your business. Of course, this leads to bringing more new clients onboard, increasing revenue and expanding your team.
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We explore in more detail what it could look like for an advice practice exploring new technology due to a licensee change and whether a hosted Xplan solution or their own Xplan site is the right option.
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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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As the number of technology products continues to grow, licensees have their work cut out for them in making the best choice. Tanya Seale, Group Executive Technology Solutions for Centrepoint Alliance speaks to Miriam Fine about what to keep in mind when choosing a tech stack to meet the needs of financial advice businesses they serve.
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