Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues.
In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of employing more staff both from a monetary and effort point of view seems not feasible to them in most cases.
However, there are alternatives!
In this episode, we discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
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