Revenue per Registered Financial Representative

Metric Details & Benchmarking Report Download

KPI Benchmarks : Revenue per Registered Financial Representative

  • Benchmark Range $85.6K - $523.8K
  • Benchmark Average $246.2K
  • Benchmark Sample Size (n) 140

* Is High or Low Best: Higher is Better


Download a Sample Revenue per Registered Financial Representative

KPI Details : Revenue per Registered Financial Representative

Revenue per Registered Financial Representative measures the average dollar amount of revenue generated by the company per registered financial representative. This metric is a general measure of company profitability, as a relatively low (or decreasing over time) amount of revenue production for each representative may indicate that the company is not producing enough value to grow or improve its business. 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 Registered Financial Representative

  • Invest in diverse portfolio to hedge vulnerability to market changes
  • Perform peer research periodically to know what competitors are charging for investment management fees
  • Effective sales and client onboarding techniques to maximize commission fee pipeline

KPI Calculation Instructions Revenue per Registered Financial Representative?

Two values are used to calculate this KPI: (1) the total revenue generated by the company during the measurement period, and (2) the number of registered financial representatives working for the company. Include both fee revenue and investment revenue in the numerator of this calculation. Registered financial representatives are licensed to sell securities (stocks, bonds, options, mutual funds, etc.) on behalf of the firm.

KPI Formula :

Total Revenue / Number of Registered Financial Representatives

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