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Advisers want to boost client book by 36%: CFS
Financial Standard
|December 01, 2025
While financial advisers have marginally increased the number of clients on their books to 112 on average, they aspire to serve 36% more, a new Colonial First State (CFS) finds.
Advisers on average have increased the number of clients served from 110 last year to currently 112, the 2025 Advice Practice Profitability Report shows, after canvassing 515 advisers and support staff.
Ideally, though, they want to serve 152 clients. Fewer than one in five (18%) say they are at their optimal number of clients or looking to reduce them.
Many advisers admitted they are already operating at full capacity, thus making it harder to add more clients. This figure climbed from 35% last year to 42% in 2025.
This story is from the December 01, 2025 edition of Financial Standard.
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