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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....

How to tackle rising business costs.

How to tackle rising business costs.

This week I started to receive letters from my suppliers that their prices were going up this year. So it got me thinking how am I to manage my cash flow when I don't always have control of the purse strings. I think I'm pretty good with expenditure but I know there...

The Importance of Being Social

The Importance of Being Social

Human beings are social animals, and our relationships with other people matter to us. Several studies suggest that good relationships are associated with positive mental wellbeing. For example, a 2002 study of 222 students in the US found that the happiest among the...

What’s on your Don’t Do List?

What’s on your Don’t Do List?

For many of us, today is the start of our new working year. Some of us are the glass half empty type - I have to wait twelve months for my next lot of annual leave. Some are the glass half full - What projects can I complete this year. But those of us that are true...

Specialist PMC New Year Resolutions

Specialist PMC New Year Resolutions

Are you ready for 2016? Time is already ticking away on 2016. What are your business goals for the New Year and how can we help you achieve them. I often find it difficult knowing what I want to change in my business but have no problem knowing exactly what I don't...

Call immediately to receive your Christmas Gift of a 20% discount

Call immediately to receive your Christmas Gift of a 20% discount

Last day to receive your Christmas Gift from Specialist PMC Call immediately to receive your Christmas Gift of a 20% discount off our hourly rate. The Specialist PMC team would like to celebrate with you the Holiday Season and the arrival of Rachel, our Newest Staff...

Your Christmas Gift from Specialist PMC

Your Christmas Gift from Specialist PMC

Your Gift from Specialist PMC A crazy 20% off   The Specialist PMC team would like to celebrate with you the Holiday Season and the arrival of Rachel, our Newest Staff Member! We would like to offer you a 20% discount on our hourly rate for Coding, Wizards &...

Specialist PMC will be opened for Christmas

Specialist PMC will be opened for Christmas

YES! We are Open for Christmas This year Specialist PMC are just going to close for the public holidays over the Christmas and New Year break.  So if you have anything you'd like us to work on over this period please let us know. It is great to start the New Year with...

Plug the Holes

Plug the Holes

Would you like to make more profit? Many business owners I meet when I ask this question go straight to focusing on more sales or more customers. This costs both time and money when in fact there is a much simpler place to start. How can make more profit without...

Is your business ready for Christmas holidays?

Is your business ready for Christmas holidays?

Summer is coming, the Jacaranda is in bloom and the beach beckons – but if you’re shutting up shop for the Christmas holidays, make sure your business is also ready to take a break. This checklist is a good place to start.  Office Premises Check your insurance is up...