Partnership Value Calculator
Quantify the ROI of each referral relationship
Calculate the lifetime value of each COI relationship including revenue share.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You have a dozen COI relationships, but you couldn't tell me which three actually drive your referral pipeline and which are quietly costing you time for nothing. You keep nurturing every attorney and CPA equally because you've never put a real number on what any single relationship returns. Which of these partnerships is actually worth your calendar?
✦ You'll know the lifetime value of each COI relationship in dollars, so you can concentrate your time on the few that compound your book and stop subsidizing the ones that never send a client.
Tool Details
Related Tools in Partnerships & COI
Ready to use Partnership Value Calculator?
Built exclusively for independent RIAs and advisory firms ready to grow, protect, and scale their practice.
Start Your 14-Day Free Trial