Summary: Most independent advisers spend almost half of their working hours on non-client-facing projects, such as office administration and management, investment research and asset management, and professional development. In other words, advisers dedicate barely half of their time to serving clients!
 The ultimate payoff of strategic outsourcing is the adviser's ability to spend more time providing personalized service to existing clients and having the time to reach out to new ones. And when advisers have the time to better engage their clients, they can more effectively build strong and rewarding businesses."Charles Goldman, president and CEO, AssetMark, Inc..
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