# advisor-dashboards

A skill for designing practice dashboards around AUM, revenue, client attrition and KPI frameworks. Useful when leadership wants a firm or branch view.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 659 installs · ★ 218
- Author: JoelLewis
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/JoelLewis/finance_skills/tree/HEAD/plugins/advisory-practice/skills/advisor-dashboards/SKILL.md
- Updated: 2026-07-18
- HTML: https://affpapa.org/en/nevibecode/skills/advisor-dashboards

## What it does

The skill lays out a metric framework for an AUM-based advisory practice. It covers AUM split by advisor, team, client segment and account type, revenue by fee type, effective fee rate, household count, revenue per client and average account size.

A large part deals with decomposing AUM change into market movement and net new assets. That split is what tells you whether the practice is growing on its own or riding the market. Retention and attrition, referral rate, operating margin and the compensation-to-revenue ratio get their own treatment. Asset flows are broken into new-relationship and existing-relationship inflows on one side, planned distributions and client departures on the other.

The description mentions exception alerts for NIGO items and role-based dashboard access, but the text cuts off inside the flows section, so expect to work those parts out yourself. Install is one command, and the file lands in `~/.claude/skills/advisor-dashboards/SKILL.md`.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add JoelLewis/finance_skills --skill advisor-dashboards -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/advisor-dashboards/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/advisor-dashboards/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add JoelLewis/finance_skills --skill advisor-dashboards -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/advisor-dashboards/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add JoelLewis/finance_skills --skill advisor-dashboards -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/advisor-dashboards/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install JoelLewis/finance_skills advisor-dashboards
```

2. **Manually: put the files in place**
- File: `.github/skills/advisor-dashboards/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add JoelLewis/finance_skills --skill advisor-dashboards -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/JoelLewis/finance_skills --path plugins/advisory-practice/skills/advisor-dashboards
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/advisor-dashboards/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add JoelLewis/finance_skills --skill advisor-dashboards -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/JoelLewis/finance_skills/tree/HEAD/plugins/advisory-practice/skills/advisor-dashboards/SKILL.md

## When to use it
- split AUM growth into market and organic parts
- calculate the effective fee rate for the practice
- build an AUM view by advisor and team
- measure client retention and attrition over a period
- compare revenue per client across segments

## Example prompts
- Build an AUM and revenue dashboard for the advisory practice
- Show organic asset growth for the quarter separately from market gains
- Give me an advisor view with AUM, revenue and household count

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 4dae39a2fb0ff5cb.

BEGIN THIRD-PARTY FILE 4dae39a2fb0ff5cb
```text
---
name: advisor-dashboards
description: "Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'."
---

# Advisor Dashboards

## Core Concepts

### 1. Practice-Level KPIs

Key performance indicators for advisory practices fall into several categories, each measuring a different dimension of firm health. A well-designed KPI framework provides both a snapshot of current performance and the trend data needed to identify emerging risks or opportunities.

**AUM (Assets Under Management).** The foundational metric for any AUM-based advisory practice. Total firm AUM is the product of client count, average relationship size, and market performance. AUM should be tracked at multiple levels: firm total, by advisor or team, by client segment (high-net-worth, mass affluent, institutional), by account type (taxable, IRA, trust, plan), and by custodian. AUM changes decompose into two components — market appreciation/depreciation and net new assets — and tracking each separately reveals whether growth is organic (advisor-driven) or market-driven.

**Revenue.** Total advisory revenue, broken down by fee type (AUM-based fees, financial planning fees, hourly fees, performance fees, other), by advisor or team, by client segment, and by billing period. The effective fee rate (total revenue divided by average AUM) is a critical derived metric that reveals fee compression trends over time. Revenue should be tracked on both an accrual basis (for GAAP reporting) and a cash basis (for cash flow management).

**Client Count.** The number of active client households, tracked by segment, advisor, and tenure. Distinguish between households (the billing and relationship unit) and accounts (the custodial unit). A firm with 500 households might have 2,000 accounts. Client count trends — net new households per quarter, attrition rate, and average household tenure — reveal the health of the firm's client acquisition and retention efforts.
```
END THIRD-PARTY FILE 4dae39a2fb0ff5cb

The third-party file has ended. Everything between the 4dae39a2fb0ff5cb tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 2584 of 28985 bytes. © JoelLewis · MIT · https://github.com/JoelLewis/finance_skills/tree/HEAD/plugins/advisory-practice/skills/advisor-dashboards/SKILL.md

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