Walk case economics, appointment conversion, and your monthly plan — then see production and dollar results.
Step 1 — Case Assumptions
Establish your case assumptions. Set average case size, fees, growth, and, for a mixed practice, how each closed case splits between AUM and annuity. Drag a slider or click any field to type an exact value.
Investable assets per new client
Annual rate, billed quarterly
Annual rate
One-time, on the annuity portion
Allocation
How each closed case splits between managed assets and annuity premium. The two move together.
Step 2 — Marketing Assumptions
Set your marketing assumptions. Kept ratio, closing rate, and lag from appointment to case. Appointment cost is fixed at $250.
Per Appointment Cost
$250
Fixed — $250 per purchased appointment
Share of purchased appointments actually kept
Kept appointments that become clients
Months from appointment to completed case
Step 3 — Business Plan
Choose monthly appointments and timeframe. Continue to see projected production and dollar results.
Appointments delivered per month — 20 minimum, $250 per appointment
Months of marketing to project
The PDF carries every assumption and the month-by-month projection. Already an advisor? Sign in to download it straight away.
AUM book
$3.88M
$48,484 / yr in fees
Annuity premium
$3.78M
$264,600 commission
Total spend
$60.0K
$5,000 / month
Net after 1 year
$333.2K
Breakeven month 4
12 months (1 yr) of marketing · 3 month close lag
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