Oasis Group Mentioned in Wealth Solutions Report: Three Studies Examine Technology, Time And Advisor Productivity
Wealth Solutions Report featured our newest white paper, sponsored by GReminders, on the hidden cost of client meetings. The paper’s core argument is that firms treat scheduling, prep, note capture, and follow-up as separate admin jobs when they’re really one process that quietly drains advisor and staff capacity. We pointed to Cerulli data showing advisors spend 9 of 40 hours a week on admin work, with 60% citing ineffective delegation as a major challenge. And the cost goes beyond the hours, since inconsistent processes create dependence on individual employees and drag down M&A valuations. You can find the full white paper on our insights page.
