KPI Benchmarks : Clients per Advisor
- Benchmark Range
- Benchmark Average
- Benchmark Sample Size (n)
* Is High or Low Best:
Download a Sample Clients per Advisor
KPI Details : Clients per Advisor
Clients per Advisor measures the productivity of financial advisors with regards to the number of clients managed. A low value for this KPI may indicate that financial advisors do not have effective processes in place for managing a high number of clients, leading to increased labor costs. A low value for this KPI may also indicate poor time allocation of advisors, ineffective new business development practices or an overall overstaffing of financial advisors.
KPI Best Practices : Clients per Advisor
KPI Calculation Instructions Clients per Advisor?
KPI Formula :