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KNOW YOUR NUMBERS
The Advisor Sales Calculator
by Paul Carpenter
Number of FIRST Appointments Per Week
4
Average Case Size
AUM
Annuity
Life Premium
$300,000
$200,000
$10,000
Closing Percentage from First Appointment to Client
45%
Average Commission Rate
1.50%
6.00%
100%
SUBMIT
Based on your answers you should have generated
$1,114,481
in First Year Revenue Year to Date
You are on pace to generate
$2,480,400
in First Year Revenue This Year
Your Sales Gap is
55%
which equates to
$3,031,600
in First Year Revenue This Year
STOP LOSING PROSPECTS
CLOSE MORE BUSINESS
-
Understand Your Prospects
-
Take Back Control of Your Time
-
Close More Business
STAY IN TOUCH
MY BUSINESS PROFILE.
CONNECT WITH ME.
STAY UP
TO DATE ON EVERYTHING
I DO.
CONTENT.
QUESTIONS.
CONTACT ME
DIRECTLY.
FULL LENGTH
CONTENT,
KEYNOTES,
DIVE DEEP.
MY WRITTEN
WORDS AND MEMOS TO YOU.
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