Wed, 30 Sept
|Online - Zoom
How to Improve Advisor Productivity
Seven factors separate the most productive advisers from the rest: join us for an hour on what they are, and what it takes to do more of the work that matters.
Time & Location
30 Sept 2026, 12:00 – 13:00
Online - Zoom
About the event
How to Improve Advisor Productivity
Wednesday, 30 September 2026 | 12:00 | 60 minutes
The typical financial advisor spends more than two hours behind the scenes for every hour spent in front of a client. What's surprising is that the highest earning advisors don't allocate their time all that differently. The gap between them and everyone else comes down to roughly four hours a week, which works out to around two hundred additional client meetings a year, and close to double the income.
That finding comes from Kitces Research, which has been studying what advisors actually do since 2018 and set out its most complete view on productivity in September 2022. Read closely, the research points to seven factors that account for the difference. One of them works in precisely the opposite direction to what most advisors assume, and it tends to divide a room.
The research is the foundation…