The True Cost of Workflow Management

I believe that a lot of advisors live in a fairy-tale type world. That is to say, what they think they spend their days doing and what they actually spend their days doing are two different things, or at the very least not in the same proportion as they think. As an example: we all know that, in order to scale and grow an already successful practice, an efficient advisor should really be spending their time doing one of three things: prospecting new potential client relationships, serving and connecting on a deeper level…continue reading →