Client Profitability: Revenue vs Cost to Serve
This lesson is part of the course
In this lesson
You allocate Brookmere Wealth Partners's advisor time and technology cost to each client, calculate profit and margin per client and find the clients the firm serves at a loss.
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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