Forum Discussion

Advisely Partner

2 years ago

The struggle for adviser capacity

These days, we see advisers doing more administration work than we saw 5 or 10 years ago. Research, plan requests and even application forms are unnecessarily taking up their time and stifling capac...

Advisely Team

12 months ago

Interesting topic, Tamara.Morey! Eager to hear what advisers or even support staff in the community think!

Related Discussions

What is an adviser’s true capacity?
If you can help more clients and make more money, why wouldn't you?
Tamara.Morey
8 months ago
Solving the $2.1bn advice capacity conundrum
Could your business take on 30 new clients?
Advisely-Team
3 months ago1 unread comment

Recent Discussions

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...
jessica.lamb
8 hours ago
Statement of Advice for Multiple names
Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...
margaux.bugante
21 hours ago

Forum Discussion

The struggle for adviser capacity

What is an adviser’s true capacity?

Solving the $2.1bn advice capacity conundrum

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!

Statement of Advice for Multiple names