Client Growth Program

Client Growth ROI Calculator

Estimate the potential long-term economics of adding new advisory clients through a qualified appointment program.

1 Program Assumptions

Average Investable Assets Per New Client

$

Average Advisory Fee

1.00%

Advisor Net Payout / Margin

85%

Average Client Retention

20 yrs

2 Client Acquisition Assumptions

New Clients Closed Per Year From Program

2

Monthly Program Cost

$

3 Optional Appointment Assumptions

Qualified Appointments Per Month

4

Appointment-to-Client Close Rate

5%

The close-rate section is optional. The main ROI estimate uses the number of new clients closed per year.

Estimated Client Growth ROI

372%

Estimated Lifetime ROI

Lifetime Net Revenue From New Clients $170,000

Annual Program Cost $36,000

Annual Gross Revenue / Client $5,000

Annual Net Revenue / Client $4,250

Lifetime Net Revenue / Client $85,000

Estimated New Clients / Year 2

Estimated Cost Per Appointment $750

Implied Clients From Appointment Math 2.4

Scenario Summary

In this scenario, closing 2 new clients per year could generate an estimated $170,000 in lifetime net revenue against $36,000 in annual program cost.

Why this matters

The economics of client acquisition should be evaluated over the lifetime value of the client relationship, not just the cost of one appointment.

Ready to see if this could work for your practice?

Book a 20-Minute Client Growth Consult

We’ll walk through your ideal client profile, minimum asset requirements, target geography, and whether the Client Growth Program could make sense for your practice.

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Important: This calculator is for illustration only. It does not guarantee client acquisition, revenue, retention, investment performance, appointment volume, close rate, or program ROI. Actual results depend on lead quality, advisor follow-up, close rate, client assets, advisory fees, retention, market performance, suitability, and other factors. RNR Consultants is not a registered investment adviser, broker-dealer, or financial planning firm.