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Top 5 Questions about Xplan

Top 5 Questions about Xplan

Xplan has the potential to increase efficiency in all areas of your financial advisory business, and ultimately improve your bottom line. But more often than not, when people use such a sophisticated, comprehensive program, it’s very easy to overlook many of the...

How to perform a client data audit in Xplan

How to perform a client data audit in Xplan

If your database isn't being kept up to date consistently across your clients, this will have an impact on your reports, the accuracy of your modelling, use of modules and generation of your Advice Documents. Here are five areas you need to be checking when completing...

5 Datafeed Tips for Xplan Users

5 Datafeed Tips for Xplan Users

If you are using Datafeeds in Xplan keep reading for 5 helpful tips on Datafeeds from the team at Specialist PMC! 1. Set Adviser mapping to Automap, but not to Auto-create Clients. When setting up your Adviser mapping, we recommend selecting the option to automap to...

Specialist PMC: The Xplan Specialists

Specialist PMC: The Xplan Specialists

Founded in 2011, Specialist PMC has successfully improved the business efficiency of close to a hundred Financial Advisers and Dealer Groups across Australia by helping them effectively understand and remedy the complexities that can arise from the Xplan platform. Who...

Managing your essential business activities

Managing your essential business activities

It's an understatement to say that this has been a challenging year! No matter where you are working from whether it's the couch or your home office, there hasn't been a time where online access, team collaboration and robust business processes have been of greater...

Increase Efficiency with an Xplan Review Package

Increase Efficiency with an Xplan Review Package

The Review Process for many advisers is often time consuming and inefficient, therefore reducing profit and overall business performance. Here at Specialist PMC we understand Reviews are a vital part of your business and allow you to continue to service your clients....

Is your Advice template working for you?

Is your Advice template working for you?

Do you spend longer editing your merged output then you do entering the information? Does your template have errors in the output? Does it fail to merge the data that has been entered? Or are you part of a team that is always looking to improve the way you do things?...

The Importance of Efficiency

The Importance of Efficiency

  We come into contact with a wide range of financial planning businesses that use Xplan. Each business is unique with their processes, target client base, and type of advice they provide, however nearly all businesses respond with the same type of answer when...

Roadmap to Success

Roadmap to Success

  For any business, new or existing, its important to have your roadmap for success i.e. a document or plan that outlines how you intend to: grow your client base  assist your clients to achieve financial independence increase profitability without damaging...

Xplan Site Analysis

Xplan Site Analysis

  We often receive phone calls and emails from financial planning businesses who are looking for assistance with their Xplan but aren't quite sure where to start. We commonly hear "We don't know how we could be doing it better", or, "We're not sure if we have an...

Yes, FDS is still a necessity

Yes, FDS is still a necessity

Yes, FDS is still a necessity. Here are some Tips to help get you started. Specialist PMC - Xplan/Adviser Logic Customisation for Dealer Groups & Financial Planning Practices Australia Wide. While there have been recent legislative changes about Fee Disclosure...

Understanding Rapid Business Growth

Understanding Rapid Business Growth

Rapid growth is part of many successful business cycles. It can happen as a result of a well-executed growth strategy or in response to an unexpected opportunity. As the reach of Xplan continues to grow throughout Financial Institutions, Specialist PMC has grown...

Did you Eat your Frog Today?

Did you Eat your Frog Today?

In today's staff meeting I learnt how important it is to start my day by eating that frog. I know many of us procrastinate over things we just don't want to tackle. So this morning’s meeting showed me how anxiety can build if I leave the tasks I just don't want to do....

Take the First Step

Take the First Step

Before you start up those stairs to creating your own profitable and successful business, we must first learn how the successful think about business. 1. A clear vision, your why, your purpose. Step 1 of how to build your own successful business – is the foundation....