Survey Metrics
Penetration of the Opportunity
- Percent of Members with Accounts
- Household Penetration [share of member households with an investment account]
- Share Revenue Penetration [annual gross investment services revenue per million of share deposits]
- Household Revenue Penetration [annual gross investment services revenue per Member household]
- Year-over-Year Investment Services Revenue Growth
- Net Income Contribution Margin [net income as a percent of gross revenue]
- Pre-tax Net Income Margin [after corporate G&A allocation]
- Efficiency Ratio [expenses divided by net revenue]
- Efficiency Ratio Fully Loaded [after corporate G&A allocation]
- Share Profit Penetration [annual net investment services income per million of share deposits]
- Household Profit Penetration [annual net investment services revenue per Member household]
- Investment Assets to Shares [total investment assets divided by share deposits]
Advisor Productivity
- Gross Revenue per Advisor
- Gross Revenue per Advisor (not including Licensed MSR revenue)
- Advisor Productivity (Transactional + Advisory + Trails per Advisor)
- Investment Assets per Advisor (thousands)
- New Investment Assets per Advisor (thousands)
- Transactional Revenue per Advisor
- Advisory Revenue per Advisor
- Trail Commissions per Advisor
- Life Insurance Revenue per Advisor
- Gross Revenue per FTE
- Investment Assets per FTE (thousands)
- Households with Investment Accounts per Advisor
- Investment Accounts per Advisor
Management Metrics
- Referrals from Credit Union Staff per Advisor per year
- Deposit Referral Penetration [annual referrals per million shares]
- Household Referral Penetration [annual referrals as a percent of Member households]
- Advisor Deposit Coverage [millionsof shares per Advisor]
- Advisor Household Territory
- Percent of Advisors Who are Centralized
- Percent of Advisors Who are Second Story
- Advisors per Sales Assistant
- Revenue per Client Household
- Investment Assets per Client Household
Asset and Product Composition
- Revenue on Assets
- New Assets as a percent of Total Assets
- Managed Assets as a percent of Total Assets
- Transaction Revenue as a percent of Total Revenue
- Recurring Revenue as a percent of Total Revenue
- Advisory Revenue as a percent of Total Revenue
- Trail Commissions as a percent of Total Revenue
- Life Insurance Revenue as a percent of Total Revenue
Expense Profile
- Effective Financial Advisor Payout Rate
- Average Financial Advisor Compensation
- Sales Force Expenses per Financial Advisor
- Other Expenses per Financial Advisor
- Total Expenses per Financial Advisor
- Sales Force Comp as a Percentage of Total Revenue
