May 9 in General discussion
Planswell Lead Gen All Day Call Day Results
885 Total Calls over 3 all day call days
1st Meetings Set: 52
1st Meetings Ran: 17
Current Work In Progress: 5
Closed Fee Paying Clients: 3
Referrals Received: 2
Current Closed Business: $300/m Planning Fees $4,500 Commissions
Pending Business from Closed Fee Paying Clients: $150k AUM with $25-50k Contributions per Year/Commissions: $16500
Pending Potential from "Likely" Work In Progress: $500/m Planning Fees, with $1.5M in Investable Assets
(Likely being considered someone who has expressed direct intent to work with us but paperwork is not yet signed)
Total Hours Committed: 17 hours with 2 Advisors
These are the numbers guys take it however you would like
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Planswell Lead Gen All Day Call Day Results
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Leaderboard (30-day)
1
+12
2
+5
3
+2
4
+1
5
+1
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