Deft Sales
What firms are allowed to use Deft Sales?
How much has SmartAsset raised in venture capital funds?
156 million
What firm did cetera most recently acquire?
Securian
NWM is on what years pricing?
2022
What is the new AUM in 12 months for an LPL advisor targeting 10 T2 leads (625,000 is avg acct in T2) based on average conversion rates?
3.75 million
What is the cost of Deft Sales without SmartAsset?
300 monthly or 3400 yearly
68%
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 (625,000 is avg acct in T2) based on average conversion rates?
3.75 million
On average, how many hours a week does Deft Sales save advisors?
15 hours a week
What is the average amount in assets per investor?
970,000
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
What booking tools are compatible with deft?
Calendly, ScheduleOnce, Microsoft Bookings, and Acuity Scheduling
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 9 million in AUM?
$90,000
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
What are the names of the reps on our Deft Sales Team?
Brendan Brown, Patrick Brennan & Hunter Wright
Market Appreciation & Referrals gained
A cetera advisor closes 2.25 million in AUM, cetera will reimburse what dollar amount?
$9,000
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