Trusted by CEOs and CMOs at leading Independent RIAs and Regional Insurance Carriers.
business-person-looking-finance-graphs (2) (1)

The Executive Pain Point

Are you tired of approving marketing budgets based on hopeful assumptions? Uncertain Marketing ROI is the single greatest drain on firm resources and executive peace of mind. Without clear metrics, your growth is a gamble.

The Solution: Your Funnel KPI Tracker Template

We created this proprietary template to serve as your internal diagnostic tool. It delivers the one thing you need most: Operational Clarity and a clear pathway to Measurable Growth.

Use this simple, high-utility spreadsheet to audit your firm’s performance in under one hour—without relying on agency consultants.

business-graphs-figures-laptop-left-open-desk-empty-office (1)

What You Will Uncover Today

Pinpoint the 'Lead Leaks'

 Identify the exact stage where your prospects drop out, calculating the bottleneck between Leads and Closed Accounts.

Stop Overpaying for Leads

Calculate the precise Cost-Per-Lead (CPL) for every marketing channel and lead magnet.

Instantly Shift Budget to Profit

Identify your highest-ROI lead sources and know exactly where to reinvest funds for maximum, predictable returns.

Executive-Ready Reporting

Gain a one-page snapshot of your entire funnel performance, ready for your next board meeting.