If QAR isn't the panacea for the industry, what should advisers focus on?
Updated 8 months ago
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Thanks mat.tenison3 for your article, I have been advising for around 35 years in the early days like you I did a lot myself, the first thing I realised is writing SOAs just sucked up my time, like you back then I had a business coach and he first thing I gave up was writing my own documents, I still dont write them today! I have had in house paraplanners and other staff who could write them, however for me oursourcing to a good organisation has been my game changer. I also outsource most of the accounting another task that can be time consuming for a business owner, we outsource IT as we are not experts in this area. I agree building a solid team is key to excellent client service