Amid increasing administrative duties, advisers find themselves dedicating only a third of their time to client interactions.Businesses are devoting 65% of their resources to compliance and…
Advice firms dedicate more time to internal processes than client meetings.65% of advisors’ time is spent on business operations, 35% on client interactions.Governance, risk management, and…
Advisers are being encouraged to shift towards a more client-centric approach.At the CISI Financial Planning Conference 2024, experts emphasised listening over asserting.Advisers are advised to counteract…
