Case study · Wealth & Financial Planning
Wealth Advisory Practice
Starting point
Interest was strong, but many prospects were below the firm's asset minimum.
Results · first quarter
- 75 high-net-worth prospects
- 45–55% conversation rate
- ~$115K estimated advisor revenue
Client anonymized. Revenue figures are estimates based on the client's average file value. Results vary by market, offer and team.
Filtering before booking changed the type of conversations we were having.Wealth Advisor · Independent Practice
Revenue Audit
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- Where your prospects go after they come in
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- What the gap is worth closed
Limited intake each quarter.