
The Cost and Complexity Problem With Planning
Elementality for Financial Advisors | Elements Financial Vitals System™
How Much Time Does It Take to Create a Business Plan?
Advisers in a lot of time looking at different screens comparing different documents thinking about whether a piece of data they're looking at's the right thing. A lot of time is spent kind of inefficiently analyzing information so that's where a lot of 15 hours come from yeah and the 34. Some people can choose to do that all within software and just say i'm not going to do anything else, he says.
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