Many advisors struggle with the issue of efficiency and complain they simply don’t have enough time to execute new ideas because they are so busy managing clients.

Advisors spend too much time responding to incoming telephone calls from clients—in fact, prioritizing the demands of various clients above their own business priorities. For many, being available to clients and being seen as highly responsive is the number one priority—as if being responsive is the primary way they will get and keep more new clients.

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