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The Red Zone: Bringing Client Profitability into Advisers’ Focus

Industry dynamics compel advisers to determine whether their clients are beneficial to the firm's bottom line. But surprisingly few advisers actually measure the profitability of each relationship. This new research paper looks at advisers' considerations around client profitability, and the differences between the firms that measure it and those that don't. The report also explores many of advisers' key business decisions and offerings that affect client profitability, including account minimums, small account packages, and how advisers structure their service lineup.

Measure your clients profitability with a complimentary Red Zone calculator.

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