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Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly 

Financial Advisor Success

CHAPTER

The Effect of Intenseness on Close Rates

Average case size is like average target premium on a fair-going versus life policy. So managed money and annuity, particular. Do you measure that in assets or just pure revenue? We have the team track it as assets and then on the back end, we're doing the revenue for the advisor. Average case size is really telling. And then we're going to have higher close rates for people who are more transactional at that $100,000 to $100k mark.

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