Blog Post

Advice Efficiency
2 MIN READ

How are practices building their teams?

mat.tenison3's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
10 months ago

If QAR isn't the panacea for the industry, what should advisers focus on?

I often find conversations with my fellow advisers veering into some very familiar territory. Stop me if you’ve heard any of these before: how can we trim down the time spent on preparing advice do...
Updated 9 months ago
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practice management
Tamara.Morey's avatar
Tamara.Morey
Icon for Advisely Partner rankAdvisely Partner
9 months ago

mat.tenison3 we are absolutely speaking the same language. The right support team (internal or external) is the ONLY silver bullet that will significantly release adviser time to focus on their clients or build their business. Technology is not there (yet) and we simply can’t keep waiting on legislative relief. Part of the challenge I see with advisers is helping them see the exponential benefits of increasing their support team when often they can’t see past the additional salary cost. 

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