The unit economics

Math we ask you to check, not trust.

One flat retainer, ad spend at cost, and a per-appointment number our own tracking measures. Here is the whole worked example, step by step.

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$5,000

All-in per month: $2,000 retainer + $3,000 ad spend

$125

Per booked appointment in this example

70–75%

Show rate

3–4

New clients / month at a 20% close

A hypothetical worked example, not a projection. $125 sits inside our measured $100–150 per booked appointment; the show rate is what our system has produced. Individual results vary by market and month.

The worked example

From $5,000 a month to new clients, in four steps

We use $3,000 in monthly ad spend because that is where most advisors start. Spend starts at $1,000 and every step below scales with it.

The cost

$2,000 flat retainer plus $3,000 in ad spend, billed at cost with zero markup. $5,000 all-in.

The appointments

$3,000 of spend at $125 per booked appointment is 24 booked appointments a month.

The meetings

At our 70–75% show rate, 24 booked becomes about 17 held meetings with educated prospects.

The clients

Close a conservative 20% of held meetings and you add 3 to 4 new clients every month.

What you pay

Happens once per client. The $5,000 you spend this month acquires this month's clients, and then that cost is done.

What you earn

Repeats. Advisory fees on the AUM you add this year bill again every year the client stays, while the cost to win them never recurs.

Why the wealth math compounds

The fees recur. The acquisition cost does not.

This is the part most advisor marketing math gets wrong. A commission model earns once. An advisory model earns on every dollar of AUM, every year, for as long as the relationship lasts.

Take one average new client at $500,000 and a 1% advisory fee. That single client pays about $5,000 a year in fees, roughly one full month of the entire system, and pays it again next year, and the year after that.

So the break-even question is not "does one month pay for itself?" It is: one typical client covers months of cost, and the worked example above adds 3 to 4 of them every month while the fees from every earlier month keep billing.

The Founder · Compound Scale

$5,000

One month of the whole system, all-in

$5,000/yr

Fees from one $500K client at 1%, recurring

Once

How often you pay to acquire that client

Stress test

Cut everything in half. The math still works.

The half-everything scenario

Half the appointments, half the close rate

Assume the system performs at half the worked example on every line: 12 booked appointments instead of 24, and a 10% close instead of 20%.

12 booked appointments a month
8 to 9 held meetings at the same show rate
About 1 new client a month, roughly 10 to 12 a year
Each one paying recurring advisory fees every year, against an acquisition cost that happened once

Running a smaller budget? Both tracks can start pooled at $2,000 all-in, retainer and ad spend included; pooled advisors share ad spend with no media buying fee, so they do better together. On the wealth side the pool also carries an exclusive territory. Above $2,000 in monthly ad spend, your campaign is dedicated.

Run your own numbers

Don't take our example. Use your inputs.

Both interactive calculators use the same $125 per booked appointment and 72% show rate as this page, with every assumption editable.

Interactive calculator

Wealth Management & Planners

Model recurring advisory fees on the AUM the system adds: your spend, your average client, your close rate.

Run the AUM math

Interactive calculator

Insurance & Annuity Producers

Model commission economics per case: your spend, your average client assets, your blended commission.

Run the commission math

A worked example, not a promise

Every figure on this page is a hypothetical illustration built on our system's measured appointment cost and show rate. It is not a projection or a guarantee, and nothing here is a claim about investment performance. Results vary by market, budget, and month.

Ready when you are

If the math holds up, the next step is simple.

One flat $2,000 monthly retainer, ad spend at cost from $1,000, month to month. Start online or talk it through first.

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