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  5. Flying High Again: Surmounting Barriers to Advisor Productivity

Flying High Again: Surmounting Barriers to Advisor Productivity

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11 July 2019
William Trout

From products and accounts to goals-based relationship management.

Abstract

Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processes, and digitization of platform workflow in particular, is important because it attacks head-on the challenge facing wealth management today. How does the industry go from a focus on accounts and products to managing client progress to goal?

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