Too many advisers spend too much time doing essential but repetitive and boring tasks, writes Roland Rawicz-Szczerbo as he outlines four steps to make better use of time and give clients what they want
Most of the people we deal with at Time4Advice are running their own financial planning businesses with varying degrees of success. There is a common theme we encounter with every business we see, however - and that is everyone is super busy running around trying to keep up with the sheer pressure of work. Digging under the surface a little, we begin to see the reasons why. Too many people are spending too much time doing repetitive and boring tasks that are essential to manage business risk and for compliance purposes - and yet there is little thought as to whether it is the most import...
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