Jun 25 in General discussion
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.
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CSA ratios to AUM in Servicing Clients
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