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Top bank advisers: How they measure up
Next week, we'll unveil our annual top bank advisers ranking. In the meantime, we’ve illustrated a hypothetical average adviser on our list. Our list uses several different variables (not just AUM) so while we feel it is a well-rounded consideration of an adviser's business, it's purely a quantitative measure and does not reflect the strength of client relationships. But on those quantitative metrics, here you can see how you measure up to the best in the bank channel. -- Lee Conrad