Tamara.Morey
Advisely Partner
Advisely PartnerThe 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...
rainier.reyes
Advisely Team
Advisely TeamInteresting topic, Tamara.Morey! Eager to hear what advisers or even support staff in the community think!
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If you can help more clients and make more money, why wouldn't you?
Think of your advice team like a restaurant in the middle of a dinner rush. If the head chef always ends up doing the dishes, you might have a problem.
