Advisor Capacity: Clients per Advisor & Hours per Client
This lesson is part of the course
In this lesson
You turn Brookmere Wealth Partners's service model into hours, measure how full the advisors are and how many advisors the firm needs at a healthy capacity use.
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Lessons in this course
- Tiered AUM Fee Schedules & the Blended Fee Locked
- Revenue from AUM Growth: Market Return + Net Flows Locked
- Client Segmentation & Minimum Fees Locked
- Advisor Capacity: Clients per Advisor & Hours per Client Locked
- Client Profitability: Revenue vs Cost to Serve Locked
- Fee Compression Scenarios: What a Few Basis Points Cost Locked
- Practice P&L, Operating Margin & Compensation Ratio Locked
- Practice Valuation: Revenue Multiple vs DCF-lite Locked