Your Telewealth ROI

Built live, with your numbers.

Standard — $35k all-in

Full guarantee — $50k all-in

Your assumptions

Consults booked / month12

Months of adspend4

Show rate75%

Close rate (your plan)20%

Avg AUM / client$1.5M

Annual revenue / client$9,600

Calls conducted

New clients

New AUM

$10.8M

Year 1 revenue$67,200

Year 1 return on investment1.9x

Lifetime revenue (8 yrs)

$537,600

With 2 referrals each

$1,612,800

Strong (25% close) Your plan (20%) Worst (15%) Investment

Telewealth · Implementation Partnership · Confidential