As one of the most significant time investments in the advice process, efficient delivery of advice documents is key to increased capacity.
If we look at the key components involved, from data collection to strategy analysis and the actual document creation, real opportunities exist to boost your efficiency, with the highest-performing advisers being up to three hours faster to completion.
Consistent amongst high performers is the use of tight processes and automation to shave material time from their delivery.
So how do they do it? Consider these tips:
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Advisely Team