Topic
productivity
Everything we've published on productivity.
productivity
2 articlesmarket-research
market-research
The advisor capacity crunch: the math behind review automation
Firms are growing clients and assets while the advisor workforce ages and shrinks at the bottom. The benchmarking and demographic data explain why review automation stopped being a nice-to-have and became a capacity necessity.
Jun 23, 2026 · 3 min
market-research
market-research
Where advisor time actually goes — and why meeting prep is the target
Advisors spend under 20% of their time in client meetings and 5.3 hours a week preparing for them. The time-allocation data is the clearest case for why pre-meeting prep — not advice itself — is the part of the workflow worth compressing.
Jun 23, 2026 · 3 min