Everyone’s automating the wrong advisory workflows
Read a discussion on why many advisory firms get traction stuck in surface-level efficiencies, while ignoring the deeper operational choke points.
In a recent article co-authored with Money Matters' Christopher Hensley, RICP, CES, we explored why many advisory firms get traction stuck in surface-level efficiencies and ignore the deeper operational choke points. One part really stood out:
“Most advisors don't have a demand problem; they have a capacity problem. Every new client brings revenue—and a pile of operational obligations."
We dive deeper into how Prodos helps solve this in the full interview on the Money Matters blog.