Business challenges and efficiency gains are topics that are frequently raised by financial advisers.
Through countless discussions with advisers from around the world, it is evident that the various aspects of operating a financial planning business impact firms and advisers differently.
Much of what we do at PortfolioMetrix is aimed at driving efficiency and helping advisers build more robust businesses as they continuously strive to make improvements.
Having recently conducted a survey of top advisers and participated in a roundtable discussion on the matter, PortfolioMetrix SA Head of Business Solutions, Edden Kift penned The Insiders’ Guide to Business Efficiency.
