Both start from the system's numbers, $125 per booked appointment and a 72% show rate, on top of the $2,000 flat retainer. Every other assumption is yours to change.
Want the step-by-step version first? Read the worked example.
Model the recurring side: advisory fees on the AUM this system adds keep billing every year, while the acquisition cost happens once.
Hypothetical illustration only, not a projection or a guarantee. Unlike one-time commissions, advisory fees recur: the AUM you add this year keeps paying every year while the acquisition cost never repeats. Adjust every input to your practice.
Model commission per case from your average client assets, the share moving into annuities, and your blended commission rate.
Hypothetical illustration only, not a projection or a guarantee. Annuity funnels are new: appointment cost and show rate come from the retirement side of our system. Commissions vary by product, carrier, term, and state; fixed index annuities typically pay 4 to 8%, other products less, so we model a 6% blend. Adjust every input to your book.
One flat $2,000 monthly retainer, ad spend at cost from $1,000, month to month. Start online or talk it through first.