Number of households per advisor on my team
Percent of my clients with a plan
Average number of times I contact clients per year
# of referrals I get per year/client
How often I meet with my team
How many of these do you engage in?
If you were asked to precisely describe your service model in the next five minutes could you?
Do you have a minimum account size for clients?
How much new business did you bring in last year in terms of revenues?
How many Centers of Influence Do you have?
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