Tamara-Morey
Advisely Partner
8 months agoThe 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 capacity.
And this is not simply due to more compliance.
So what's driving the hesitation to hand-over to a support role?
Is it finding the right support?
A lack of trust?
Or something else?