Growth Math
How many conversations a week your plan actually needs
Eight numbers, and nothing is sent anywhere or stored. It takes the firm you want to have in a few years and works backward to what this week has to look like. The assets you have today are held flat, so every dollar of the gap has to walk in the door.
Enter the assets you want to be managing to see what the week has to look like.
Where this meets your ceiling
Run the capacity check and this will also say the year the plan runs into the ceiling of your own week.
These are your own numbers, so the week changes the moment one of them is wrong. Our goal is to make firms more efficient, easier to do business with, and more profitable. Launch℠ is the program we run for advisors in their first few years, and the funnel above is most of what it works on.
Or find out how many households your week can hold with the capacity check, or how many of them are within reach where you are with market fit.
This is an educational model built entirely from the figures you enter. It assumes 47 working weeks in a year, holds the assets you have today flat rather than assuming any market return, and treats every new household as the same size. It isn’t a valuation, a forecast, a projection of investment performance, or a promise about what any firm can grow to. Ritz Stevens is a d/b/a of RitzWerks and is not a registered investment adviser. Nothing here is investment, tax, or legal advice. See our Disclosures.