Total Advisors1
Avg. Know Your Book™ Index90%
Combined Assets (AUM)$42B
Risk Profile Distribution
1
0
0
Know Your Book™ Index Benchmarking
Comparison of recent advisor assessment indices (overall Know Your Book™ Index percentage).
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Transition Framework Guidelines
How scoring ranges translate to consulting deliverables.
Ready / Low Risk (80 - 100)
Advisor book is clean, agreements are signed, operations match. Proceed with standard transition timeline.
Advisory / Moderate Risk (60 - 79)
Identified record duplicates or documentation gaps. Requires 1-3 months of data cleanup and legal review.
Critical / High Risk (0 - 59)
High documentation gaps, compliance concerns, or lack of staff capacity. Direct legal intervention required before moving.