New research explores how advisers are using their time and what can be learned from the most efficient.
While every adviser has certain processes and practices which are entirely their own, there are a number of things each has in common: a desire to find the best possible outcomes for clients, concerns about the impact of growing FCA requirements and a lack of spare time.
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom. It offers regulation, vision, business efficiency, personal development, and encouraging growth services.