Wealth managers today are facing the dilemma of advisors spending too much time managing their books versus building them, in some cases more than 50%. Often time’s short-term initiatives will take place to re-focus an advisors time appropriately. There may be additional training provided on tools and systems with additional incentives put in place to help drive effectiveness. However, adherence in the in long term is where the strategy tends to fall down. Our whitepaper will address how to impact change and provide a consistent high-quality client experience that will be able to last beyond a few limited blocks of time and increase overall advisor productivity.
Flying High Again
Please complete the form to access the whitepaper: