Be an Elite Advisor Using Simple, Efficient Investment Portfolios

By iSectors Chief Investment Officer, Chuck Self on April 29, 2018

Many financial advisors are attracted to the industry due to their love of markets (especially stock markets). Others get a thrill from helping others improve their financial lives. Whatever the reason, these professionals quickly find that a profitable business is dependent on spending a significant amount of time on client servicing and marketing.

The chart below presents the results of a study clocking the hours spend by elite and non-elite advisors. There is a clear differential in how elite and average advisors spend their time. The average advisor spends over 40% of their working hours on investment and administration matters.  Client-based and employee training activities constitute most of elite advisors’ working hours.

Sign in to read more
Register to read more
By registering, you verify that you are a investment professional. If you have questions as to whether you should have access to the content on this site, please contact us.

Comments

Sign in to read more
Register to read more
By registering, you verify that you are a investment professional. If you have questions as to whether you should have access to the content on this site, please contact us.