| Did you know that only 50% of an advisor’s time is spent working with clients?* Why? 👀 The demands of time-intensive operational functions including compliance, marketing, HR, administration, finance, and legal leave limited time for actually managing client relationships. To solve for this problem, you’re probably looking for a digital account opening solution. But ensuring that it’s an integrated solution that starts with an engaging financial planning experience, segues to tailored investment recommendations, and finishes with a digital account opening and funding will be the key to your differentiation. In this white paper, you’ll learn how utilizing an automated account opening solution can help you: Provide an outstanding wealth management client experience Scale and create tremendous efficiencies in your business Free up valuable resources to focus on new markets and fuel business development *https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/ | 