Forum Discussion
The struggle for adviser capacity
Interesting that you are finding that Tamara.Morey I guess increased compliance regimes has something to do with the changes. In our practice, we are always talking about ensuring that the "surgeons are doing surgery" so ensuring that advisers are seeing and talking to clients, creating strategies and ensuring we are growing as a business, our paraplanners, whether in-house or outsourced are doing just that, creating the plans and our admin team are looking after the admin.
Of course there are always some admin jobs we have to do as advisers, like checking advice docs, or following up if things are not getting done, but I would be confident that 80% of what we do is working with our clients not doing admin, we don't have enough time in our day to do the admin as well.