I can provide process development through Xplan threads, tasks and xmerge documents to build efficiency and relieve administrative pressure on the business. I also have experience delivering advice and Statements of Advice for basic to intermediate clients therefore can integrate my personal understanding of delivering financial advice through Xplan with back-end process development to deliver lean financial advice. I also manage the client implementation for a practice currently and can assist in developing and implementing interactive client implementation that has great benefits long-term for your client base.