An advice process is much like a piece of string: it has a start, an end and a lot of knots.
Around nine months ago, we moved back to Xplan with a simple goal: reduce duplication, bring more of our advice process under one login and make life easier for the team. I took a closer look at cases, threads and tasks, then rebuilt our workflow from the ground up.
In this video, I share what worked, what didn’t, what became tangled and how shorter, reusable threads helped make the practice run more smoothly.
Nathan Fradley, Specialist Adviser, Nathan Fradley Specialist Financial Advice.
