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Pricing Research – 5th Edition Supplementary Chapter – Productivity and Efficiency


As the sixth edition of the Pricing Research will be released in late 2023, the fifth edition is now available at half price.

SKU: PR5-PRO Category:


The costs and complexities in delivering financial advice have steadily increased over the years, and it’s never been more important to focus on gaining efficiencies in a business. As business coaches we are constantly asked about the key drivers to reduce the costs of advice, and increase productivity and profitability while enhancing the client experience. Questions such as; How many support staff ‘should’ each adviser have? How many appointments ‘should’ an adviser do each week? What does outsourcing really cost? Can you actually still make any money from delivering compliant advice? This chapter is designed to get you thinking about how you can achieve greater productivity and efficiency in your business. We looked at a number of productivity factors in this research, and have analysed the data in a number of ways to measure the impact of different variables.