A free diagnostic for wealth managers and advisers. Two minutes of inputs, and it shows what your practice actually pays you per hour, and what the same hours would pay in a focused HNW book.
Six numbers from your own book. Nothing stored unless you ask us to email the summary.
That's not a projection of ours. It's your own book's numbers, rearranged.
Revenue goal, average fee, and how often a good meeting becomes a client.
Not hundreds of leads. A handful of good conversations a month. That's the whole game, isn't it?
The Scorecard tells you the gap and the target. What it can't tell you is who those monthly conversations should be with, or how to open them.
That's the £750 Prospecting Audit: 20 researched prospects matching your ideal client, a scored dashboard, and a 60-minute session on exactly how to reach them. The Scorecard shows you the maths. The Audit hands you the names.
The complete Upmarket Scorecard app runs a six-phase analysis, generates ideal client profiles for your specific skills, and builds a written strategy dossier. Free.
The Scorecard performs arithmetic on figures you provide. It does not constitute financial, business or investment advice, and outputs are illustrations of your own inputs, not forecasts.