Public utility guide
How this diagnostic works
See where a good-fit prospect stalls before the right first conversation.
- Who it is for
- Wealth Management
- What it returns
- Directional annual opportunity range, separate senior-time cost, trust-risk interpretation, assumptions, confidence, and recommended next step.
- Cost and contact boundary
- Free public diagnostic. No contact information or appointment is required to see the result.
- Related system family
- Intake Systems
Inputs you provide
- How many serious prospective-client or referral inquiries reach the firm in a typical month?
Count relationships the firm could realistically serve. Exclude existing-client support and obvious poor fits.
- What share wait, go quiet, or never reach a prepared discovery conversation?
Use recent experience across calls, referrals, forms, email, screening, scheduling, and follow-up.
- When a good-fit prospect reaches prepared discovery, what share normally become clients?
Use the firm’s recent performance for comparable, good-fit opportunities rather than an industry average.
- What first-year firm revenue best represents one desired new relationship?
Use a disciplined first-year value. Exclude later years, referrals, market growth, and future expansion.
- How many advisor, principal, or senior relationship-team hours go into intake coordination each month?
Include screening, scheduling, reminders, repeated explanations, missing context, and routine follow-up.
- Can a good-fit prospect identify and request the right private-client conversation?
Can a good-fit prospect identify and request the right private-client conversation?
- Does the advisor receive useful relationship context before discovery?
Does the advisor receive useful relationship context before discovery?
Method
- The firm supplies every operating rate and value used in the calculation. The model supplies the visible range treatment and intake interpretation.
- The calculation uses the user's recent operating inputs, keeps the modeled exposed cohort disjoint, and keeps senior time separate from the opportunity range.
Assumptions
- Your recent operating performance: The model does not substitute a universal industry benchmark for the business's own recent experience.
- One exposed customer cohort: The same prospective customer is not counted again in another stage of the model.
- first-year relationship value: Lifetime value, referrals, expansion, and future transactions remain outside the calculation unless they are already inside the explicitly chosen bounded value.
- Senior attention stays separate: Time is not converted into revenue, which avoids counting the same operating friction twice.
How to interpret the result
- The result is a directional planning estimate, not verified lost revenue, causal attribution, or guaranteed recovery.
- No. It models administrative intake using the firm’s own operating numbers. Eligibility, advice, conflicts, underwriting, pursuit, and engagement decisions remain with qualified people at the firm.
- Compare the result with recent call, form, booking, proposal, and CRM records before making an operating decision.