A working session, not a sales presentation.
Forty-five minutes with your own numbers. We assess how your firm acquires clients today, what that will produce next year, and whether a performance-based introduction model belongs in the mix.
What you'll leave with.
The Advisor Growth Review produces a written read of your firm's acquisition position. You keep it whether or not you ever work with us.
Your current acquisition model
Where every new relationship originated over the last twelve months, mapped by channel and cost.
Your referral dependency assessment
The proportion of growth resting on a single channel — and what happens to the plan if it slows.
Your acquisition economics
Cost per completed consultation, conversion rate and average case size, benchmarked against firms of your size.
Your adviser utilisation analysis
First meetings held per adviser per month, against capacity — and the revenue value of the capacity sitting idle.
Your required meeting volume
The number of qualified first meetings needed each month to reach the growth target you actually want.
A straight answer on fit
Whether a performance-based introduction model is likely to improve your growth — or whether it isn't right for your firm.
"If we don't believe this model is right for your firm, we'll tell you."
Book an Advisor Growth Review“They told us where the model wouldn't help. That is when we started listening.”
Advisor Growth Review.
An executive working session, not a sales call.
Forty-five minutes, screen-shared, with your own numbers on the table. We work through the six items below, then say plainly whether performance-based introductions would improve your growth. If they would not, we will tell you — and you keep the analysis either way.
Current acquisition model
Where new relationships actually originate today, and what that mix implies for the next three years.
Acquisition economics
Cost per completed consultation, conversion, average case size — and what each one is worth to you.
Adviser utilisation
First meetings held per adviser per month, utilisation, and the cost of the capacity sitting idle.
Referral dependence
What proportion of growth rests on a single ageing channel, and what happens if it slows.
Growth opportunities
Client age profile, minimums and the constraints that rarely appear in management reporting.
Where a model would fit
Whether performance-based introductions complement what already works in your firm — or do not.
- You define your ideal client
- You control meeting capacity
- You pause at any time
- Exclusive introductions
- Pay only for completed consultations