to Boost Advisor Profits
Partner up! Move to fees! Buy a book! Sell a book! Take the check! The
merits now can be quantified, making advice more compelling and adding
clarity to your options.
traditional decision-making tools run "what-if" scenarios that
relate to an advisor's practice. If you move to fees, how
much to charge and should you use funds or managed money? Is it better to
bargain for a guaranteed payout or production level? As better decisions
are made, production may rise, as may the value of your practice.
These tools display assets,
practice value, and advisor pay; sometimes pre- and post-tax. Each is part
of a custom campaign that reflects your brand.
It includes sales material, PowerPoints, and training. Click here for a demo.
for Recruiting Execs and Advisors: Recruiting and
Practice Valuation Tool
more competitive pay packages to recruit advisors
three competing offers simultaneously
offering a fixed payout or guaranteed production level
the impact of an offer on practice value
how a sales mix affects a firm's revenue
optimum loan repayment terms
bonus options tied to assets, retention, and production
· Maximize the value of an up-front check
· Forge an optimal earn-out arrangement
· Evaluate how return affects pre- and post-tax income
· See how different payouts affect net income and practice value
Tools for Advisors: Product Mix and
Convert Assets Calculators
new or existing dollars to fees
the back of a book
how product fees affect assets and pay
a sales assistant and model pay options
with another advisor and model pay options
a practice to buy or sell
1) Convert Assets
Calculator - Should an
advisor work the back-of-a-book?
Determines the impact of converting the "back-of-a-book" to fee-
or load-based products. For example,
convert 25% of these assets to managed money paying 1.5%/yr. Handles any
return, payout grid, book-of-business, valuation factors, and many
products. Displays practice value, gross pay, and net pay.
2) Product Mix
Calculator - How does
sales mix affect assets, pay, and practice value?
Evaluates how changing a future sales mix affects assets and pay. Handles
any return, fee schedule, payout, book-of-business, and most products.
Displays assets, practice value, gross and net pay. For example, evaluate moving
$5 million in sales from ETF and A-shares to C-shares.
3) Recruiting and
Practice Valuation Tool - How do
competing offers compare?
competing offers or create the most compelling hermes fake one. This replica hermes tool is for
recruiters and sales managers. It’s also for reps who take a check,
forge an earn-out, or sell-out completely. The tool displays gross and net pay,
net-deal-worth, client assets, and practice value. It considers loan terms,
interest rates, forfeiture clauses, returns, client acquisition and
attrition rates, pricing profiles, before and after pay-outs, deferred comp
gained/lost, and revenue mixes (e.g., wrap fees, commissions, planning
fees, and insurance premiums). It also considers the costs for independent
reps, like overhead, licenses, rent, and ticket charges.
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