Sales Capacity Planner
Know how many clients you can realistically close
Model advisor capacity across discovery, proposal, and onboarding stages.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You set growth targets without knowing whether your calendar can actually absorb the discovery meetings, proposals, and onboarding they require. So you either overpromise and let prospects go cold in your pipeline, or you sandbag your goals and leave AUM on the table. Either way, you're guessing at the one number that determines how fast your book can grow.
✦ You'll know exactly how many new clients you can move through discovery, proposal, and onboarding this quarter before your capacity breaks, so your growth targets match what your week can actually deliver.
Tool Details
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