Know Your Numbers™
Know Your Numbers™ shows independent RIAs where their growth actually comes from.
Know Your Numbers™ tells you which channels, campaigns, and conversations actually closed business. Not a guess. Not three reports you have to reconcile. The answer.
What it is
Built on real work.
Know Your Numbers™ is what you see after the work is done. We clean up your data, connect your systems, and document how everything runs, and it shows you the clear picture that sits on top of all of it. It isn't a tool you log into and set up yourself. It's the result of real people doing the unglamorous work underneath. The screen is the easy part. The clean data behind it is the job.
What it shows you
What you finally get to see.
Channel attribution that holds up.
See which channels produced your best clients last year, not just the most leads.
Speed to close, by source.
Average days from first touch to signed, broken out by where the lead came from.
- 01Referral38days
- 02Workshop52days
- 03YouTube61days
- 04Paid social74days
Did the campaign work.
Tie spend to closed business, so you can cut what doesn't work and fund what does.
Spring webinar series
attributed to closed business
Where deals get stuck.
See where prospects drop off between the first call and a signed client, so you can fix the step that's costing you.
We work with what you already have.
The work underneath
How Know Your Numbers™ gets built.
- 01
Mapping Day
We sit with your team and map how data moves through the firm today.
- 02
Architecture
We design the structure your reporting needs to stand on.
- 03
Buildout
We connect the systems, clean the data, and document how it runs.
- 04
Reporting
Know Your Numbers™ goes live: the channels, campaigns, and conversations that close business.
- 05
Ongoing service
Real people maintain the foundation as your firm and stack change.
Who this is for
You probably recognize at least one of these.
Most firms we work with came to us stuck in the same three places.
You don't know where your growth comes from.
You're growing, but you couldn't say which channels, campaigns, or conversations actually produced your best clients last year.
Your firm grew and your structure didn't.
The tools and processes that worked at your old size are now held together by hand, and your team spends more time managing systems than using them.
You're growing but you can't tell what to do more of.
You're spending on marketing and getting results, but you can't separate what's working from what's just expensive.
We work best with independent RIAs doing $45M+ in production, with a team of six or more and real marketing spend behind them. If that's not your firm yet, we'll tell you honestly on the first call.
The first call is thirty minutes.
We map how your data moves today, show you the gaps, and tell you honestly whether we're a fit. No demo. No feature deck.