Australia's financial advisers wish they could service more clients - it's just a matter of how.
According to research from Colonial First State and Empower Business Advisory, advisers are typically working with 110 clients, but aspire to serve 152 ongoing clients.
Increasing capacity like this is an ambitious goal, particularly while also trying to increase their practice's profitability.
Enter FirstChoice, which is being continually enhanced to assist advisers in lowering their cost to serve, helping them serve 24% more ongoing clients compared to other platforms.
*Advice Practice Profitability report 2024 available at cfs.com.au/firstchoice.
Find out more in the article.