Please enable JavaScript.
Coggle requires JavaScript to display documents.
Advisor Productivity Study - Coggle Diagram
Advisor Productivity Study
Four Core Domains
Time
Hours spent
$/hour
$/hour across models
Productivity (Revenue)
Process
Team
Plan Development
Plan Delivery (Initial & Ongoing)
Tools
Vendors for Retirement Distribution?
Pricing (Income)
Allocation of fees between investment management & financial planning
AUM Fee Schedules
Areas of Change
AI
Meeting Support
Tools (Tools)
Are they using it?
What are they using?
Do they like it?
(Analysis): Time differences in those who use vs not?
Estate Tools - Software & Document Prep
Estate Document Prep (Services: Plan Delivery)
Internal (Staff)
External (Vendors)
Estate Planning Software (Tools: Specialized Software)
Plan Delivery Refinements
Meeting Surges
How often per year?
How many weeks?
How many days/week?
How many meetings/day?
Client Service Calendars
Are they doing it, and 1-2 questions that describe how?
Factor Analysis associated w/ Productivity
Other refinements
Questions we can subtract?
Questions to improve answerability?
Fall-off analysis?
Review open-ended questions to add responses?
Questions w/ lots of outliers?
Improve how we ask?
More field valiation?
Q36 & Q37 on time in particular?