Advisers Spend Just 35% of Their Time in Client Meetings - Here’s How to Reclaim Your Day

Are You Really Spending Time With Your Clients?

A recent Money Marketing report revealed something shocking: financial advisers spend just 35% of their working day in client meetings. That means more than 60% of your time is eaten up by admin, compliance, and internal tasks.

For advisers who want to deliver excellent service, that’s a big problem. When your day is full of paperwork and processes, it’s hard to focus on what really matters - building relationships and giving advice.

Where Does All the Time Go?

If you feel like your day disappears before you’ve even started talking to clients, you’re not imagining it. The main culprits are:

• Endless admin: Uploading documents, chasing signatures, logging notes, and scheduling meetings.

• Compliance work: Making sure every interaction meets regulations - accurate, documented, and audit-ready.

• Internal meetings & calls: Team updates, strategy sessions, training, all important, but time-consuming.

The result? Less client-facing time, slower responses, and the constant feeling that you’re running to keep up.

The Cost of Too Little Client Time

Spending less time with clients doesn’t just feel frustrating, it has real consequences:

✅ Clients feel less connected: Limited face-to-face or virtual interactions make it harder to understand their needs.
✅ Lower satisfaction: Clients expect responsiveness; delays or slow follow-ups risk frustration.
✅ Potential attrition: Clients may switch to advisers who are more accessible and engaged.

Simply put, the more time taken up by admin, the less time for building the relationships that grow your business.

Tech to the Rescue

Luckily, there’s a way to reclaim your day. Technology can automate repetitive tasks so you can spend more time where it counts - with your clients.

Some of the tools advisers are using include:

• CRM systems: Automate scheduling, reminders, and follow-ups.

• Document management: Store, share, and track client files effortlessly.

• Compliance software: Automatically capture interactions, signatures, and audit trails.

How Digital Wealth Solutions Helps Advisers Work Smarter

Digital Wealth Solutions goes beyond simple automation. It’s a secure, all-in-one platform designed to help advisers spend more time with clients, while keeping compliance simple and transparent.

Here’s how Digital Wealth Solutions can help:

✅ AI Meeting Summaries & Action Points: Capture every key point and follow-up automatically, so nothing slips through the cracks.
✅ Integrated Client Portal: Give clients a secure space to access documents, messages, and progress updates.
✅ Mobile Access: Work on-the-go, share documents, and follow up from anywhere.
✅ Multi-currency & Timezone Support: Perfect for advisers with international clients.

With Digital Wealth Solutions, the 35% client-facing time can start climbing, without increasing your workload.

Make Every Minute Count

Advisers know that time is their most valuable asset. By using the right tools, you can reduce admin, speed up compliance, and focus on what really drives your business: strong, trusting client relationships.

💡 Take the next step: Explore how Digital Wealth Solutions can help you reclaim your day and enhance client engagement. Start your 2-month free trial today.