Dela Dzadey There’s a lot that goes into what was once quite a straightforward adviser-client relationship – booking client appointments, ongoing fee arrangements, research, advice creation and file completion, to name a few. It’s nearly impossible for an adviser to handle all of these tasks by themselves, which is why many of them are struggling […]
No adviser is an island Read More »
Tamara Morey A wise man once told me that the problem with the world today is that there is too much emotion and not enough data. Operating an advice practice always has, and always will be, a numbers game. Put more clients in the funnel to convert more new clients. Get clear on your cost
What is an adviser’s true capacity? Read More »
Dela Dzadey There is one thing I can say for sure: if an adviser doesn’t have trust in their support team, their efficiency levels will drop. In my 13 years in the industry, I have worked in varying roles across different practices and licenses, and there is one thing I can say for sure:
Speaking the same language Read More »
TNT Group took a poll of attending advisers at the recent FAAA Congress, asking them about what’s hindering them from producing more advice. The answer will likely come as no surprise: time.
That’s time to see more clients, time to get work done for existing clients and time to attract new clients. This is not new data and I’m sure many advisers are feeling this same pressure. But if we are all spending – more or less – a full working week committed to our craft, why are some advisers finding this harder than others?
Advisers just don’t have time Read More »