How A 3-Person Team Optimizes Advisor Capacity For Firm Growth
Nerd's Eye View
SEPTEMBER 18, 2023
According to the study, solo firms with no employees had a median of just 40 clients per advisor, while 2-person firms had 70, and 3-person firms had 96, as the advisor leverages themselves and their time by building a support team of a Client Service Associate (CSA) and an Associate Advisor around them.
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