Top 5 metrics to track FAs?
Would anyone know the top 5 metrics that a Branch Manager would track to gauge FA performance?
On a daily basis?
Net new assets?
Any guidance would be appreciated. I am trying to get a feel for what all the key metrics are.
Thanks for the help.
Business Mix ( fee vs. transactional)
Attractiveness of Assistant.
1) # of QUALIFIED appointments set
2) # of QUALIFIED appointments closed
3) gross revenue generated
4) assets under management
5) # of multiple product transactions
6) tracking of growth in all areas going forward (i.e. greater number of qualified appointments; higher closing ratio; revenue growth; greater assets under management; deeper development of client accounts with numerous product placements)