5 Tips to Boost Advisers' Productivity
As Seen in Investment News
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
The adviser's most important role and the one that generates the biggest payoff is connecting with clients. If you consider this the core of the circle, the farther an adviser gets from client-related activity, the greater the potential drag on productivity.
Some of the most common time sucks are:
1. Email jail and the ensuing administrative work. 2. Repeatedly solving the same problem instead of creating a process.