Revenue per Client

Benchmarking Report

Revenue per Client

This PDF report includes benchmarking data (in a visual, chart-based format), a comprehensive KPI definition, characteristics of high performers and technical details on measuring Revenue per Client. Purchase and download this easy-to-understand, presentation-ready report immediately to compare performance levels, set attainable performance targets, and push towards best-in-class performance for this KPI.


What is Revenue per Client?

The total wealth management revenue earned by the company over the course of a year divided by the number of wealth management clients managed by the company over the same period of time.

Why should Revenue per Client be measured?

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.


Download a Sample Revenue per Client

Frequently Asked Questions

Q: How do you collect and validate your data?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years conducting original research and anonymizing data from our engagements with top companies around the world. Every single data point we collect is scrutinized by our analysts to conform to established baselines and our rigorous in-house validation process. We won’t serve it up to you unless it meets our tough standards for utility and value.

Q: How much information will my Benchmarking Report contain?

A: Enough to produce a useful benchmark. And rest assured that it’s all current, validated, and useful. We only include data that’s been collected in the last five years. And while sample sizes vary by KPI, the average is 25, and the high end can surpass 1,000.

Q: How often do you update your reports?

A: Every year. We’re constantly gathering, scouring, and processing new data. We update our reports based on trends our analysts detect in the data, as well as the demand from our consulting clients and customers like you.

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