Here are actual quotes from the AFSL owners we interviewed during a series of focus groups we conducted to reveal their operational dilemmas:
“We don’t really know what our advisors are doing.”
“We struggle with operational scale.”
“Our advisors are doing lots of work, but they don’t capture it particularly well or in a way that we can easily oversee it.”
“We’ve got lots of relationships with software companies, but those systems don’t really coordinate with each other. That means we are spending a lot of time to decipher what’s happening.”
“We try to ingrain a culture in our group to encourage advisors to start reporting things up. Even when they do that, it’s difficult for us to actually use or interpret the data.”
Operational Scale was amongst the top 5 pain points that AFSLs are trying to resolve today.
It’s not your fault because solutions have not been available in the past. Don’t suffer in silence alone any longer. Easy Monitor can really make a difference for you. If you’re serious about operating an AFSL that is efficient and transparent in reporting your group’s operational integrity, don’t waste another moment. Book a demonstration with us today.
