Report available now: Need for speed

Is efficiency, in and of itself, a virtue?

This report aims to answer that question. It's based on the first year of Advisely Index results and explores how the advice efficiency data captured by the Index survey correlates with factors such as practice profitability and client retention.

The research also investigates what's driving efficiencies within top-performing advice businesses. What are they doing differently to their peers? What are their biggest time-savers? And how does their software usage play a role?

Most important of all: could these characteristics inform how you improve efficiencies in your own business?