KPI Benchmarks : Revenue per Client
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KPI Details : Revenue per Client
Revenue per Client measures the average dollar amount of revenue generated by each wealth management client of the company. This KPI is a general measure of company profitability, as a relatively low (or decreasing over time) amount of revenue production for each client may indicate that the company is not onboarding clients that align with a high net-worth/high growth strategy. A low value for this metric may also indicate that the company is not effectively investing commissions earned (in financial markets, other alternative investment products, etc.) to produce returns that grow the bottom line.
KPI Best Practices : Revenue per Client
KPI Calculation Instructions Revenue per Client?
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