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...
Something I see often is advisers who either don't have the confidence in the abilities of their support staff or they feel that it would take longer to explain what needs to be done than to just do it themselves. It's a tough one and really shows the value of having members of your support team who you have worked with for some time and who understand your operating rhythm
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