Book of business
Every household, what they hold, what they pay, and where the concentration sits.
A book is not a list of clients. It is a distribution of revenue, and most advisors are more concentrated than they think.
Households by assets, by revenue, and by tenure, with the concentration measured rather than sensed.
Where everything sits
How to work this page
The share of your revenue from the top five and top ten households. It is the single most important number about the durability of a book.
A book weighted toward long-tenured households is stable and ageing. One weighted toward new is growing and unproven.
Fees divided by assets, per household. Wide variation usually means legacy schedules nobody has revisited.
Significant asset movement in either direction is surfaced, because both are conversations.
On a phone
Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.
Questions people actually ask
By relationship rather than by account. Accounts belonging to the same household group for both billing and reporting.
Yes, if recorded, and they are distinguished from managed assets since they usually do not bill.