FINANCIAL ADVISOR RANKING SYSTEMS AND METHODS

摘要

Methods and systems are provided to compute a financial advisor score based on demographic and professional data, or variables, associated with a financial advisor. In particular, subgroups based on the values of the variables for multiple financial advisors are created; based on sales attributed to the subgroup of financial advisors and the number of financial advisors in each subgroup, a weighting for each variable associated with each financial advisor is derived. A plurality of variable weights associated with each financial advisor may be added together and scaled yielding a financial advisor score.

主权项

1. A method for generating an indication of a financial advisor's ability to produce for a financial product, the method comprising:
obtaining a financial advisor profile associated with each financial advisor of a plurality of financial advisors, the financial advisor profile comprising a plurality of variables; generating, by a financial advisor scoring unit have a processor and memory, a weighting associated with each variable of the financial advisor profile; generating, by the financial advisor scoring unit, a financial advisor score for each financial advisor by summing the weighting associated with each variable of the financial advisor profile; and providing the financial advisor score associated with at least one financial advisor to a display device.