Clients Blackbox CEO Alex Khassa reveals the harsh reality most RIAs don't want to face—80% of their advisors are actually unprofitable when you do the math correctly.
After spending $10M on Facebook ads and booking 30,000+ appointments, Alex shares the exact ROI formula his team uses to evaluate advisor performance. He breaks down why teams of 12 advisors often have just 2-3 people generating 90% of revenue, explains the critical 3x revenue multiplier needed for profitability, and provides a simple framework for matching advisors to the right opportunities based on their strengths. Most importantly, he shows how transparency about these numbers helps both top performers and struggling advisors improve their results.
Practice Growth
ROI per Advisor: The Hidden Metric Every RIA Leader Should Track (But Doesn’t)
Alex Khassa reveals the harsh reality most RIAs don't want to face—80% of their advisors are actually unprofitable when you do the math correctly
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