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Optimizing the Advisor-to-Client Ratio


Top performing investment programs create the right advisor-to-client ratio to maximize their contribution to the financial institution’s fee income. This paper shows you how to increase investment and insurance penetration by enhancing your advisor to client ratio.

You’ll learn:

  • The amount of fee income you could potentially add to your bank or credit union through increasing your sales force
  • The opportunity cost of not deploying more advisors for optimal household penetration
  • How to boost referral penetration by as much as 75 percent