Majority of Advisers Struggling to See Their Clients

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Last week we asked if financial advisers have enough time to meet their clients, and it seems most of those who responded are finding it hard to stay ahead of their responsibilities.

Our poll follows a presentation by AIA NZ’s Chief Partnership Insurance Officer, Sam Tremethick, who says financial advisers are spending just 11% of their time giving advice to clients – while day-to-day admin chores account for 40% of their working week.

Of those who have voted in our poll, 75% indicated they do not have enough time in their working week to meet all their clients’ needs, and 25% says they do.

Do you have enough time in your working week to meet all your clients' needs?

  • No (78%)
  • Yes (22%)
  • Not sure (0%)

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See our report: Is Too Much Admin Putting Pressure on Advisers?