Live Demo - How to leverage your Xplan with Advice Revolution and Worksorted

In this free webinar, advisers Jessica Waller and Dane Baldwin will show you how they have generated a strong ROI from XPLAN by leveraging the data collection and client engagement strengths of Advice Revolution and the practice management strengths of Worksorted. They will lift the bonnet on their businesses and share exactly what is working for them so you can speed up your client experience, improve your compliance and save time and frustration in your back-office.

 

Date/time: 4 Nov 2021 from 12:00 noon to 1:00 PM AEST

 
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