NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 18
NextWealth Financial Advice Business Benchmarks Report / October 2025
Annual reviews
One third of 昀椀nancial advice professionals say that clientfacing work is the longest step in delivering the review and
follow-up. This is of course, as it should be. Report production
is typically the next longest stage, followed by data gathering.
As 昀椀rms reduce the back-of昀椀ce burden on these two steps
through better tooling and work昀氀ow, they can shift more time
into higher-value client-facing work.
Figure 20: Re-gearing the work昀氀ow: less drag in admin tasks, more time with clients
Q What is the lengthiest step in the annual review/ planning meeting process?
Figure 21: In mid to large-sized 昀椀rms, the back of昀椀ce outweighs the client: only 12-19% say client time is
longest.
No. of advisers
Q What is the lengthiest step in the annual review/ planning meeting process?
18
