Advisor transition · Departing advisor → new firm

Advisor Book Transition

40 client households banded by how likely they are to follow the advisor. AUM is each household's custodian total.

Total book$040 households

Guaranteed take-home$0

Could reach$0

Assumptions

Type or drag to adjust

Yellow that comes over50% Sets the likely number. The range always runs from Green only to Green plus all of Yellow.

Advisory fee on AUM

% / yr

Advisor's share of fees

Advisor's take-home pay range

$0 – $0

Guaranteed$0Green only

Likely$0

Best case$0Green + all Yellow

Red is not counted. If Red came over too, add$0

Bands

Select a band to filter the map and list

Households by AUM

Household list

Change a household's band here, or tap a tile above to change its band and add a note. Totals update right away. In this demo, changes are temporary and reset when you close it.

	Band				Personal call