What are your advisor consultations actually costing you?
Start with your true cost per completed consultation, then model what next year's growth target actually requires in qualified first meetings and adviser capacity.
What are your advisor consultations actually costing you?
Find your true cost per completed consultation — not just your cost per lead.
You may know what you’re paying for leads, appointments or marketing. But that number doesn’t tell you what it actually costs to get a prospective client into a completed consultation. Enter a few numbers below to see the economics behind your current client-acquisition engine.
Less than 60 seconds
Think about cancellations, no-shows and appointments that never turn into an actual completed consultation.
Optional. Add this if you'd also like to estimate your current client acquisition cost.
Enter your leads, spend, booking rate and completion rate to continue.
Your acquisition economics will appear here — cost per lead, cost per booked consultation, and the number most firms have never calculated: cost per completed consultation.
What if you paid for the consultation that actually happened?
Alynd takes a different approach to advisor growth. Instead of paying for leads or appointments placed on a calendar, Alynd’s model is built around completed consultations — giving advisory firms a clearer connection between acquisition spend and the prospective-client meetings that actually take place.
- Pay only for completed consultations
- Exclusive introductions
- You control volume and minimums
Now, what does your growth target actually require?
Understanding what you’re currently paying for completed consultations is one part of the equation. The next is determining how many qualified first meetings your growth plan actually requires — and whether your current acquisition engine can consistently create them.
What would it take to grow by $25M next year?
Set the growth you actually want, then read the meeting volume it requires. Most firms find the constraint is not ambition — it is the number of qualified first meetings the plan quietly assumes.
Across 3 advisers, every month, for twelve months
At the average client size set
Annual, on the new assets, at the fee set
Total qualified consultations to be held each month
The number worth attention is the meetings per adviser, per month. Growth plans fail on meeting volume far more often than they fail on ambition.
Illustrative only. Figures are arithmetic based on the inputs selected and are not a projection, forecast or guarantee of results. They exclude fee compression, attrition, acquisition cost and taxation.
Get your complete Advisor Growth analysis.
We’ll send your results directly to your inbox so you can review your acquisition economics and, if you’ve completed the Growth Planning calculator, the meeting requirements behind your growth target.
- Complete the True Cost calculator to include your acquisition economics
- Adjust the Growth Planning calculator to include your meeting requirements
Want to understand what these numbers mean for your growth plan?
In an Advisor Growth Review, we'll look at your meeting requirements, acquisition economics and current growth engine — and identify where the biggest constraints may be.
- Pay only for completed consultations
- Exclusive introductions
- You control volume
45 minutes · Confidential · No obligation