What Advisors do with their Time Reviewed by Momizat on . Financial advisors spend a significant portion of their time on back-office tasks and the search for new clients. New technology does not necessarily allow advi Financial advisors spend a significant portion of their time on back-office tasks and the search for new clients. New technology does not necessarily allow advi Rating: 0
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What Advisors do with their Time

Financial advisors spend a significant portion of their time on back-office tasks and the search for new clients. New technology does not necessarily allow advisors to add more clients but may instead enable them to provide deeper services to their existing clients.

To read the full article in Nerd’s Eye View, click: What Advisors do with their Time.

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