LPL
What is the yearly pricing sheet for LPL?
2020
What percent of Investors expressed that they are comfortable working remotely?
68%
What firm did cetera most recently acquire?
Securian
NWM is on what years pricing?
2022
What is the new AUM in 6 months for an LPL advisor targeting 10 T2 leads (625,000 is avg acct in T2) based on average conversion rates?
1.875 million
What are the 2 types of advisors from this cohort?
Corporate & Hybrid
How far must a radius exceed for an advisor to receive a remote investor lead?
50 Miles
What is the Client Acquisition Cost (CAC) for a cetera advisor looking for 1 client in Tier 1, with a 10% conversion rate?
$2,300
What does WMA stand for?
Wealth Management Advisor
What is the new AUM in 6 months for a cetera advisor targeting 20 T2 leads (620,000 is avg acct in T2) based on average conversion rates?
3.75 million
What is the approved verbiage to use with LPL advisors?
"LPL has approved our tool for the Vendor Affinity program."
(We are a member of the Vendor Affinity program)
Investors looking for a financial advisor online went up by ( )%
18%
DAILY DOUBLE
What is name of Ceteras internal website (intranet)?
What is SmartAdvisor branded as with Cetera?
Myceterasmartworks.com
&
Lead Engine
What is the approved talk track/verbiage for NWM?
Available lead and data gathering tool for Wealth Management advisors
What is the new AUM in 6 months for an advisor targeting 20 T1 leads (1 million is avg acct in T1) based on average conversion rates?
6 million
When will this firm's pricing increase?
June 2023
What is the meeting conversion rate for a live connection lead?
60%
With a standard fee, how much does a cetera advisor profit from closing 6million in AUM?
$60,000
What is the name of NWM internal website (intranet)?
LinkNet
What is the new AUM in 6 months for an advisor targeting 40 T2 leads (625,000 is avg acct in T2) based on average conversion rates?
7.5 million
How much AUM did we raise for our partners in 2022?
23 billion
A cetera advisor closes 1.5 million in AUM, cetera will reimburse what dollar amount?
$6,000
What bureau regulates NWM?
OCC (The Office of the Comptroller of the Currency)
What is the new AUM in 6 months for an advisor targeting 30 T3 leads (175,000 is avg acct in T2) based on average conversion rates?
1.575 million