• Advisor Production Estimator

Advisor Production Estimator

Tools & Calculators

About this item

Kehrer Bielan has created a tool that will help you quantify your insights, and demonstrate to:

  • Advisors what you expect them to produce, given other advisors in similar situations
  • Management that you can’t have the same expectations for every advisor

Kehrer Bielan has studied how the branch territories, existing book of clients, assets under administration and their ROA, and tenure affect how much an advisor produces. Using advanced analytics, we were able to explain 57% of the variation in the production of almost a thousand financial-institution based advisors.

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