Walk case economics, the dinner-seminar funnel, and your campaign 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.
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. Dinner-seminar funnel rates from mailer to closed case, plus fixed costs (mailer and dinner).
Funnel
Mailers → registrants → attendees → households → appointments → kept → clients.
Mailers that register
Registrants who attend
Attendees consolidated into households
Households that set an appointment
Appointments actually kept
Kept appointments that become clients
Cost per Mailer
$0.77
Fixed — print and postage per piece
Venue and meal per attendee
Step 3 — Business Plan
Set mailers, campaigns, and seminars per campaign. Continue to see projected production and dollar results.
Pieces mailed for one seminar
Mailings run across the year
Events run off one mailing
The PDF carries every assumption and the month-by-month projection. Already an advisor? Sign in to download it straight away.
Clients / 1 year
12.4
4 campaigns · 24,000 mailers
AUM placed
$5.12M
$64,044 / yr in fees
Annuity premium
$4.98M
$348,365 commission
Net after 1 year
$350.1K
$37,920 campaign cost
Mailings spread evenly across the year
Sign in