When advisors start a practice, they spend the majority of their time with clients and prospects. For most advisors, it’s not long before this reverses and they spend far more time operating the practice than with clients.
The question is: how do you reverse this? Three things you can do today to shift the 80/20 balance in your favor and spend more time with clients:
Leverage our practice management support services to take your business to the next level.
We assist with the effort to optimize, brand, market, and build your business. Access a suite of valuable resources including PDFs and templates, useful tips, and actionable strategies.
You’ll also get industry knowledge and best practices through regular advisor calls. Join us at our annual advisor conference, and also participate in an advisor-driven open forum discussion group.
A fundamental question financial advisors like you should ask (and answer): “Do I spend too much time trying to integrate disparate planning, investing, and trading platforms?”
Three things you should consider doing to free up your time:
Implementing these strategies can be challenging. However, they offer significant opportunities to scale your advisory business.