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Conversion Funnel — June 2026

Recent Appointments

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DateClientLead SourceDurationResultPremium
Select a coaching tool below. Each one is purpose-built for a specific part of your growth as an advisor.
LIVE
Defining Moments
Turn your real story into a post that builds trust and attracts the right clients — guided step by step through the 7-part framework.
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Appointments
Prospecting Analytics
DateClientLead SourceDurationResultProductPremiumCommissionNotes
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Warm Prospecting

Stories & posts engagement

RSB — Relationship Building

Existing clients

Cold Prospecting

New outreach

Monthly Summary

0
Total Activity Mins
0
Appointments Set
Approach → Appt Rate
Closing Rate

BAMFAM Pipeline

SM
@sarahmitchell_fa
4,255f 994p synced 16d ago
Followers
4,255
+0 ▲ 7d
+30D ▲
+0
+0.0%
Posts 7D
0
no posts
Avg ER
0.4%
over 10 posts
Posts 30D
10
avg 2.3/wk
Top Post ER
2.3%
May 21 26
Posting Cadence · Last 28 Days
Fewer More
May 13 26May 17 26May 21 26May 25 26May 29 26Jun 02 26Jun 09 26
Follower Trend · Seeding
4,255 followers · May 23 26
Trend renders once you have at least two daily snapshots.
Best Performing · Top 3 Outliers · 30D posts at ≥1.5× median ER (0.2%), ranked by ER
#01
I made $241,680 in my first year as a student financial advisor. Then I quit. Here's what I found when I...
2.3% 13.9× med   20 · 77
#02
Find evidence to debunk the belief
0.3% 1.7× med   12 · 0
Weekly Review
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All Posts N:12 · Sort: Engagement ▲
Date Caption Likes Comments Views ER →

Coach Feedback

BN
Ben
AAS Head Coach · Jun 4, 2026
NEEDS WORK
Your Jun 2 caption is too passive. "Financial planning is important" tells them nothing about why they should work with you. Lead with the problem. Try: "Most people think they can't afford a financial plan. Here's what that actually costs them over 10 years."
KL
Kelly
AAS Coach · Jun 3, 2026
STRONG POST
Your Jun 1 Reel is your best piece this month. Real story, confident delivery, clear CTA. Keep doing this. One tweak: add a save prompt — "Save this if you've ever felt nervous on a client call."

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