{"id":413755,"date":"2026-05-06T01:20:10","date_gmt":"2026-05-06T01:20:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/413755\/"},"modified":"2026-05-06T01:20:10","modified_gmt":"2026-05-06T01:20:10","slug":"how-to-increase-client-numbers-through-technology-and-staffing-support","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/413755\/","title":{"rendered":"How to increase client numbers through technology and staffing support"},"content":{"rendered":"<p>Dunbar\u2019s theory suggests that a human has the emotional bandwidth for approximately 150 sustainable social relationships. Unfortunately, there\u2019s no such magic number <a href=\"https:\/\/www.afr.com\/wealth\/personal-finance\/1000-more-financial-advisers-set-to-quit-in-2026-20251030-p5n6h8\" rel=\"nofollow noopener\" target=\"_blank\">for financial advisers<\/a> and their clients.<\/p>\n<p>The average adviser was <a href=\"https:\/\/www.afr.com\/wealth\/personal-finance\/do-i-need-a-financial-planner-and-how-do-i-find-the-right-one-for-me-20250205-p5l9qe\" rel=\"nofollow noopener\" target=\"_blank\">managing 112 ongoing clients<\/a> in 2025, according to a survey of 512 respondents by CFS, marking a slight increase from 110 the year before. But they aspire to serve 152, provided their \u201cbusiness hurdles are overcome\u201d.<\/p>\n<p>Loading&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"Dunbar\u2019s theory suggests that a human has the emotional bandwidth for approximately 150 sustainable social relationships. Unfortunately, there\u2019s&hellip;\n","protected":false},"author":2,"featured_media":413756,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-413755","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/413755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=413755"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/413755\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/413756"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=413755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=413755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=413755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}