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.

Key Takeaways
  • Organic growth is challenging for many firms. Yet rethinking how advisors and firm leaders use their time can unlock new opportunities for growth and value creation. 
  • The needs of affluent investors, baby boomers, and families are expanding, requiring more time from advisors for complex planning, products, and services. 
  • Advisors spend just 41% of their week supporting clients and prospects. Reallocating five more hours to those activities each week could potentially generate $270,000 in new revenue over the course of a year, per advisor.1
  • Fifty-nine percent of advisor time goes to administration, compliance, and other non-client tasks, leaving many advisors feeling burned out or unable to grow.2 Increasing the adoption of new technologies, client segmentation, and outsourcing can bolster advisor productivity.
  • The Time-Value Equation provides a framework to help firms identify the greatest opportunities to maximize their time. Being intentional about who advisors spend time with, what they spend their time on, and how they use their time can open opportunities for deeper client relationships and more satisfied advisors.
     
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1 Analysis by Fidelity. Source data: the 2025 Fidelity Advisor Insights Study and the 2024 Fidelity RIA Benchmarking Study.
2 Source: The 2025 Fidelity Advisor Insights Study.


  • For important information, see the full linked content.
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