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

Posted date: May 08, 2019 In: QuickPress

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.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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