Research

Tapping into the Time-Value Equation

How advisors can optimize their time to unlock growth and deepen client relationships

Key Takeaways
  • How much have you thought about how you use your time?  Our research shows that only 3 in 10 financial advisors carefully manage their time.*
  • Take the first steps toward transforming your productivity, deepening client relationships, and driving sustainable growth by being more intentional about how you spend your time.  
  • The Time-Value Equation provides a framework to help advisors prioritize high-value activities and clients—helping to increase client satisfaction and firm revenue.  
  • Today’s advisors spend only 41% of their time supporting clients and prospects.*  Learn ways to free up time for business development or deeper engagement with clients and their family members, which could lead to greater growth of your business.  
  • Explore actionable strategies that advisors use today to outsource lower-value tasks and leverage technology, including generative AI, to free up 10 or more hours per week.*  
  • Check out the infographic to learn how you can help elevate your practice, strengthen client relationships, and achieve faster growth by being smart about your use of time.
Check out the infographic
Tapping into the Time-Value Equation
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Advice Value Stack Business model & offering Business strategy Client conversations Client experience Growing your business Strategic planning Wealth transfer

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Research
Tapping into the Time-Value Equation
How advisors can optimize their time to unlock growth and deepen client relationships
Perspective
The Time-Value Equation: Optimizing time to unlock growth
As client wealth and needs expand, wealth management leaders and financial advisors hoping to grow must consider maximizing their most precious resource: time.
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  • For important information, see the full linked content.

* The 2025 Fidelity Advisor Insights Survey

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