Capstone/Dissertation Title

How do sixteen financial advisors allocate their time among seven general categories?

Term

2010

Capstone

Thesis

Degree Name

MAT

Abstract

This research identifies how sixteen Financial Advisors allocate their time among seven general categories. The data is then compared against each advisor' revenue-to-cost ratio, a calculation of success. The main objective is to better understand how successful advisors manage their time as compared to their less successful peers. This knowledge can then be used by the advisors' leadership team as a tool for more accurate expectations.

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