How do sixteen financial advisors allocate their time among seven general categories?
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.
Hall, Elizabeth K., "How do sixteen financial advisors allocate their time among seven general categories?" (2010). School of Education Student Capstone Theses and Dissertations. 814.