CSA ratios to AUM in Servicing Clients
Does anyone know the ratio of AUM to CSA? Prior to our CSA who left she was servicing $75,139,717.65. She felt overwhelmed. I was servicing $599,877,556.77 while also being on the management. Broker Dealer Ratio is 2.0MM in revenue to FA/CSA. Thank you.
3
9 comments
Lisa Bacon
3
CSA ratios to AUM in Servicing Clients
RIA Operators
skool.com/ria-os
Welcome!
👨‍👨‍👧‍👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
powered by