Clients per Advisor

Metric Details & Benchmarking Report Download

KPI Benchmarks : Clients per Advisor

  • Benchmark Range
  • Benchmark Average
  • Benchmark Sample Size (n)

* Is High or Low Best:

Clients per Advisor

KPI Details

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 Definition

The total number of wealth management clients managed by the company divided by the number of financial advisors working for the company at the same point in time.

KPI Calculation Instructions Clients per Advisor?

KPI Formula :

Related Products

Contact OpsDog

Let us take your KPIs & business intelligence efforts to the top.

Contact us now to discuss a BI engagement with OpsDog.
Contact OpsDog