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Advisory Capacity Planner

Model your firm's true capacity by defining hours required per client tier. Prevent advisor burnout and optimize headcount planning.

Service Model Hours

Tier 1: Comprehensive Wealth

Tier 2: Investment Management

Firm Mechanics

Assuming ~2,000 working hours/year, typically only 50-60% (1,000 - 1,200) is truly available for direct client service.

Capacity Utilization

Load
%
Required Hours
Available Hours

Next step: Consider reading about Hiring Junior Advisors.