Clients per Advisor

Metric Details & Benchmarking Report Download

KPI Benchmarks : Clients per Advisor

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

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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?

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