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https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/#:~:text=From%20there%2C%20advisors%20spend%20an%20average%20of%205.5,and%204.7%20hours%20on%20management%20and%20other%20responsibilities.
https://www.theadvisorcoach.com/day-in-the-life-of-a-financial-advisor.html
The Day Before. The most productive financial advisors I know don’t start their days in the morning - …
https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/
Which means that throughout the year, the average RIA lead advisor spends 5.4 meeting hours per client (e.g., 3-4 meetings averaging 1 – 1.5 hours each, or fewer in-person meetings with some phone “meetings” in between), while the average broker-dealer-based or insurance-based financial advisor spends only 3.7 or 3.6 hours (respectively) of meetings per client (averaging 1-2 meetings plus some …
https://www.chamberofcommerce.com/united-states/california/folsom/financial-planning/1331529667-ideal-life-financial-advisors
Ideal Life Financial Advisors is located at 2240 East Bidwell Street, Suite 110 Folsom, CA 95630. Ideal Life Financial Advisors can be contacted at . Get Ideal Life Financial Advisors reviews, ratings, business hours, phone numbers, and directions.
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