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The Challenge! Who Delivers More Value? [Episode 166]

The Perfect RIA

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How Many Hours Does It Take to Build a Financial Plan?

Ancwer: One adviser post tat ay, it takes me 30 to forty hours to create a financial plants ssible for me to do anything of valuue for building the soft ware at the same time that you're doing this. Ancwer: There was an article done about how many hours it takes the average person to build a funite plan. And i don't remember what that number is, but it was a decent number. It included all the meetings, it included all the team time. So you're starting to get maybe closer to a number that's realistic. I've started, mica, saying that value exists on a bell curve. But it really doesn

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