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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.
- 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