ROE
Pitch
Recco.
SA
Etc.
100
How many days do you have before a contact falls out of your name?
10
100
What are some criterias for "bad lead" validation?
(Must get them all)
~lead is outside of zip code/radius requested
~dupe
~fake name
~fake number
~another advisor
100
How many leads would you reccomend for 4 meetings a month?
20 leads/month
100
Where is SA based out of?
NYC
100
What is the only firm where we cannot send LCs to cell?
Edward Jones
200
What should your last note be on an account you already pitched?
Post Pitch FU
200
What are our lead demographics?
(Must get them all)
71% retired or nearing retirement
890K avg assets
3/4 do not have an adivsor
200
How many leads would you reccomend to an advisor that has a goal of 12 new clients in the next 6 months?
40 leads/month
200
How much AUM did we reaise for our advisors in 2021?
20 Billion
200
How many people start the survey each month?
How many complete it?
650K
65K
300
Are we allowed to text advisors?
Only if advisor initiates the text first.
Must be through RingDNA
300
Live connection Talk Track
Needs manager approval*
300
What is COA for a million dolllar investor?
$4,900
300
Who is our CRO?
Dave Frisone
400
How does an AE get promoted to an SAE?
150K lifetime rev
400
Conversion Rate Talk Track
Needs manager Approval*
400
What would you reccomend someone with a 500K min?
Tier 1 & Tier 2
OR
Only Tier 1
400
What year did SmartAdvisor start?
2017
400
What is difference between SA & Dave Ramsey?
~Survey length
~Cannot target specific assets
~Match with 5 advisors
500
What are the 3 dispositions where an account stays in your name for 30 days?
~Pitch
~Apt set
~Post pitch fu
500
Billing Talk Track
Needs Manager Approval *
500
Talk track for ROI on 20 leads in T1 at $245/lead
Needs manager approval *
500
What year was SA founded?
2010
500
PROMO Breakdown
(Must get all right)
~1500 min
~April for free
~Must stay consistent until then
~Any firm is good for it
~Last day to SC is Nov 30th