Webinar Host: Sue Viskovic & Lana Clark
With the increased compliance burden and costs to run advice businesses, savvy advisers are always searching for ways to deliver better outcomes to clients faster and with less cost. Little wonder that one of our most popular chapters in the Pricing Research is Productivity and Efficiency. We’ll flesh out such findings as what growth advice firms have seen, how many client appointments advisers are conducting per week, the ratios of support staff to advisers, where and how advisers are meeting with clients. We’ll also deep dive into their use of outsourcing, including the costs being paid for different SOAs and what can be done to influence the success of outsourcing.