Financial services pros are busy people. A full day includes the primary directive of supporting current customers, but also maintaining snowdrifts of paperwork, doing research, cold calling prospects and other administrative work that usurps valuable client time.
On top of this teetering to-do list, add social media activity, an updated web presence, email marketing and compliance concerns, and you have an overwhelming, unsustainable schedule.
Struggling with inefficiency is nothing new for sales-oriented professions. An Accenture report found that sales representatives spend just 36 percent of their time on customer-facing activities; the rest is taken up by post-sales tasks (20 percent), administrative work (17 percent), prospecting (15 percent) and other (12 percent).
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