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Firm and Client Profitability
Allocating the appropriate amount of time and resources to a growing list of clients can be a challenge for many. Without a documented service model, advisors often provide the same services to all clients, which can have a significant impact on their bottom line.

This session will review best practices in firm financials and industry benchmarks. We will then walk through an exercise to determine the ideal time to commit to client relationship activities based on quantitative factors to maintain profitability. Additionally, we will review industry data on fees and suggested elements to incorporate into a service model to help advisors ensure profitability, and how to effectively articulate deliverables to current and prospective clients.

Sep 21, 2023 01:00 PM in Pacific Time (US and Canada)

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Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.