You Might Not Have a Growth Problem. 

You Might Have a Profitability Problem.

This workbook gives Financial Advisors a clear way to calculate what it actually costs to serve clients, and what each relationship needs to generate to support a scalable business.

 

More clients doesn’t always mean a better business.

More handoffs. More exceptions. More oversight. Less time spent on your highest-value work.

This workbook walks you through three ways to evaluate profitability using your actual numbers:

  • Average Cost Per Household to establish your baseline
  • Target Revenue Per Client based on your capacity
  • Cost Per Segment to understand where time and resources are going

You’ll be able to calculate the value of your time, the hours required per client, and how each segment impacts your business.

Before assuming the solution is to “work harder,” get clarity on what your clients actually cost you.

Why Top Advisors are Choosing RFG

5x

Advisor Organic Growth Rate
Compared to Industry Average

39

Days or Less to Transition
80% of Client Assets

$7.5

Billion AUM
 As of 12/31/25
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Advisor Case Study

How RFG Helped Chris Wedell Embrace Her Passions and Grow Her Business

Chris Wedell was a successful Independent Advisor with more than a decade of experience – but she had rarely thought about growth and often felt her business was “coasting.”

Explore how RFG Advisory gave Chris a “newfound energy” for her career – and helped rapidly grow her business by leaning into both personal and professional passions. 

See What Your Clients Actually Cost You.

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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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