PAID SOCIAL / FINANCIAL ADVISOR RECRUITING
One-month forecast
Advisor Lead Economics
Explore how monthly Meta advertising spend translates into advisor inquiries at different levels of intent.
Projected total inquiries
37
Includes 10% unqualified
High-Intent Prospects
16.7
50% of valid advisor leads
Cost per valid advisor prospect
$150
Early-Stage + High-Intent Prospects · excludes unqualified inquiries
Lead quality breakdown
Percentages of all inquiries; counts are approximate and rounded independently
One month
Unqualified
Invalid or non-advisor inquiries
3.7
10%
Early-Stage Prospects
Considering a move, longer-term timeline
16.7
45%
High-Intent Prospects
Ready to explore the right relationship
16.7
45%
Valid advisor prospects (Early-Stage + High-Intent)
33.3
90% of raw inquiries
Cost per high-intent prospect
$300
Based on 50% of valid advisor leads
From advisor leads to transactions
Projected Deal Economics
Estimate the eventual revenue associated with one month of advisor leads, using both prospect groups.
Revenue projection · editable
Modeling 16.7 High-Intent and 16.7 Early-Stage Prospects from $5,000 in monthly ad spend.
Expected closed deals
1.0
0.8 High-Intent + 0.2 Early-Stage
Projected deal revenue
$100,000
Expected deals × $100,000 per deal
Projected advertising ROAS
20.0×
Projected deal revenue ÷ monthly ad spend
BREAK-EVEN BLENDED CLOSE RATE
0.15%
Across all valid advisor prospects
WHAT THAT MEANS
1 in 667
valid leads need to close, on average
HOW EXPECTED CLOSED DEALS ARE CALCULATED
High-Intent
0.8
16.7 × 5%
+
Early-Stage
0.2
16.7 × 1%
→
Combined expected deals
1.0
Shown to 1 decimal; modeled at full precision
How to read these numbers: Projected revenue equals expected closed deals (from both prospect groups) multiplied by average revenue per closed deal. No whole-deal rounding is applied: calculations use full precision, although counts are displayed to one decimal and revenue to the nearest dollar. This is probability-weighted eventual revenue attributed to one month's lead cohort, not deals guaranteed or revenue necessarily collected that month. Break-even uses the same expected-value basis. ROAS covers advertising spend only and gross revenue—not profit; management fees and operating expenses are excluded by design.