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Financial Advisors seeing fewer clients, because of administration & regulation.
Financial Advisors seeing fewer clients, because of administration & regulation.
Are you a Financial Advisor and seeing fewer clients a week as a consequence of being caught up with more administration & compliance? Do you require greater administrative support to keep up your face to face time with clients? It would be interesting to hear your thoughts. “Advisers in growing practices were seeing an average of 14 clients per week while the average adviser was seeing 7.5 clients a week.” This article is interesting in that is says 60% of Advisors want to spend more face to face time with clients however admin and regulation are preventing this. Administrative support for these Advisors could be a solution.
Published on: 06/07/2016
Author: Brendon Jukes