Shape of advice cover image

Matt Lawler and Darren Whereat

Shape of advice

00:00

Maximizing Advisor Efficiency and Network Growth Insights

This chapter focuses on improving the productivity of financial advisors, suggesting that a 25% increase in individual efficiency could mimic the addition of 5,000 new advisors. It highlights the challenges within the advisory profession while advocating for professional development and better client service, rather than just increasing advisor numbers.

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