Initiative ROI Calculator
Prioritize your 100-day sprint by ROI
Enter each growth initiative and get a ranked priority list by return.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You've got a dozen growth ideas competing for the same limited hours, and you're betting on gut feel about which one actually moves AUM. Every quarter you pour energy into initiatives that feel productive but never show up in your referral pipeline or net new assets. You can't justify the time spent because you never ranked what each move was actually worth.
✦ You'll walk into your next 100-day sprint with your initiatives ranked by projected return, so the first thing you work on is the thing most likely to grow the book.
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