Get started with a few questions

  
  
 
   

Year Established:

The earliest year in which your practice has operated.

   

Number of Client Households:

Individuals or organizations that generate any form of gross revenue for your practice. Accounts should be combined for each household. If a client has business assets (retirement plan or corporate accounts) these should be separate from the business owner’s personal assets.

   

Full Time Employees:

Include all personnel, advisor(s) included. In the case of shared employees, count only their time devoted to your practice.

FTE Rates Hours Worked/Year
1.00 2,000
0.75 1,500
0.50 1,000
0.25 500
   

Number of Financial Advisors:

Number of revenue generating advisor professionals whose full-time, primary role is attracting and growing client base. This number would include yourself.

$  

Assets Under Management:

Total dollar value at year-end of all assets managed for all clients.

$  

Recurring Revenue:

Asset management fees, securities trails, and insurance renewals.

$  

Non-Recurring Revenue:

Planning and consulting fees, securities commissions, insurance commissions and other fees.

What is the Advisor Health Index?

At Russell, we know that advisors' practices can be as unique as the men and women running them. However, our experience has taught us that many of the top firms show significant similarities. Using our own custom methodology and data drawn from over 400 firms, the Advisor Health Index helps you compare your business to other firms to help you gain insight into the health of your practice.

Your information

Confidentiality and privacy of personal information are responsibilities we at Russell Investments have always taken very seriously. We promise never to share your information with a third-party, but we may use your email address to contact you in the future.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained herein should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

The content of this material is intended for use by advisors. You should check with your firm to determine whether or not you are appropriately licensed/credentialed to engage in any activities discussed or inferred.

Russell Investment Group, a Washington USA corporation, operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

The Russell logo is a trademark and service mark of Russell Investments.

Copyright© Russell Investments 2013. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" Basis without warranty.

Russell Financial Services, Inc., member FINRA (www.finra.org), part of Russell Investments.

First used March 2011
Revised: January 2013
RFS 10096