dela.dzadey's avatar
dela.dzadey
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3 years ago

What is limiting your efficiency?

It seems between compliance requirements, size of advice documents and the general administration practices need to keep up with, no one is feeling at the top of their game. I would love to hear what...
advice production
compliance
practice management
deborah.kent's avatar
deborah.kent
Icon for Advisely Board rankAdvisely Board
2 years ago

dela.dzadey I think a lot of Advisers what to achieve more efficiency in the practices how they service clients, cut down time to service.  What I find is that technology is always going to be the solution however Advisers I speak to just don't understand what's out there, how to use it, does it in fact work?  You can spend a lot of time trying to solve the problems and honestly, I think Advisers just don't have the time.  We have been in this situation and "(it's all too hard") box it takes focus something which I did last year, and we are now starting to get. 

These forums are great for sharing ideas and help Advisers see that there is more out there and especially what really works 

dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
2 years ago

Thanks Deb, I agree completely. Its almost a catch 22 where we say advisers dont have time but they need more time to find these solutions. There are definitely efficiencies that others have found in processes and technology, it just needs to be shared.

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