Speaking Engagements
The Financial Planners Association Business Solutions Conference
The Paper Chase: The Bane of Advisors
Tuesday, March 2, 2:45 PM - 4:00 PM
According to Beacon Strategies' research, advisors typically spend 40 to 60 percent of their time on administrative issues. But with a series of solutions and integrations, advisors and broker dealers can increase profitability and productivity and better manage regulatory responsibilities. Specifically, learn more about managing four key areas of an advisor's office: account opening, document storage, compliance management, and client reporting. By combining thought-provoking time and motion statistics with broad-based knowledge of solutions in the field, we deliver unique perspective on how to tame the paper chase.