Quirk and Peker break down the report’s most important insights for advisers, from the way practice inefficiencies are hindering their ability to serve a greater number of clients to the importance of investing in the foundation of their businesses to accommodate future growth.
Listen as they discuss:
- How to address the ongoing issue of advice accessibility.
- The importance of advocating for the value of financial advice and reducing servicing costs.
- The role of managed accounts in simplifying processes and improving client outcomes.
- Why advisers should seek technology partners that facilitate consistency and simplicity and how this can boost profitability.
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