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WHITEPAPER: TIME MATTERS

How outsourcing can give you more time to focus on clients





READ THE FULL WHITEPAPER

Download now

For growing financial advisors, effectively managing time can be both the
biggest success factor and the biggest challenge. How do you scale your practice
with limited time available to devote to serving clients and prospecting new
ones?

On average, advisors spend 22% of their time on administrative tasks1

61% of advisors say outsourcing allowed them more time to focus on clients2

53% of advisors say outsourcing led to a growth in AUM2

With 2/3 of Millennial and Gen Z investors believing that working with a
financial advisor will help them achieve financial success3, advisors must look
now options that will help them delegate non-client facing activities so they
can give this new client-base the attention they desire.


THE RIGHT PARTNER CAN HELP YOU:

establish a repeatable and scalable discovery process

clearly articulate your wealth management process

help your clients understand risk and stay committed to their long-term
strategies

 

Read full whitepaper

 

1 Cerulli: Non-Ideal Clients Undermine Productivity, National Association of
Plan Advisors, March 18, 2022.

2 Survey of Independent RIAs – January 2021: Outsourcing Investment Management,
WealthManagement.com and Vestmark, January 2021.

3 Young Clients A Priority For Growing Firms, Financial Advisor, January 24,
2023.

Book a customized demo to learn more.



We transform the advisory experience for you, your clients and your business.

Book a demo


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