How do advisors sales decisions affect firm profits?
Evaluates the economic impact to a B/D of advisor decisions: move to fees, sell a certain share class, sell insurance, etc. Displays assets, gross pay, net pay, and GAAP-consistent financial statements. It handles almost any product, number of advisors, payout, fee schedule, sales mix, and return. 3) Convert Assets Calculator – Should an advisor work the back-of-a-book? Determines impact of converting any part of the “back-of-a-book” assets to fee- or load-based products. Handles any returns, payout, assets, valuation factors, and most products. Displays assets, gross and net pay, and practice value. For example, it evaluates converting 25% of such assets to C-shares that pay 1%/yr. 4) Product Mix Calculator – How does a sales mix affect assets, pay, and practice value? Evaluates how changing a future sales mix affects assets and pay. Handles any returns, fee schedule, payout, book of business, and most products. Displays assets, gross and net pay. Practice value is derived from the re
