If I pay LeadVon
next month, what do I get?
Adjust the inputs to see exactly what one month of LeadVon appointments creates.
Your Monthly Investment
LeadVon Package
Monthly Investment
CHF 7K
Your Average Client
Client Economics
This Month
What one month creates
You invest
CHF 7K
You receive
20 Appointments
Which typically results in
2 New Clients
Those clients bring
CHF 2.00M
New Assets Under Management
Generating
CHF 20K
Annual advisory fees from this month's clients
Over the 14-year relationship
CHF 327K
Projected advisory fees from this month's clients
Cost to Win CHF1M
CHF 4K
per CHF1M of new AUM
Year 1 ROI
CHF 20K ÷ CHF 7K
= 2.86x
annual fees ÷ monthly spend
Year 1 Revenue per Client
CHF 10K
advisory fees in first year
Every CHF1 Returns
CHF 47
over the client relationship
If You Keep This Running
Cumulative results as appointments compound month after month.
| Time | New Clients | New AUM | Annual Advisory Fees |
|---|---|---|---|
| 1 Month | 2 | CHF 2.00M | CHF 20K |
| 6 Months | 12 | CHF 12.00M | CHF 120K |
| 12 Months | 24 | CHF 24.00M | CHF 240K |
| 5 Years | 120 | CHF 120.00M | CHF 1.20M |
Assets Under Management
Cumulative AUM as you run appointments each month.
Advisory Fees Over Time
Annual advisory fees as your client base compounds.
Your Investment vs Your Return
One month's spend vs the projected fees from those clients over the full relationship.
Your Results
With 20 LeadVon appointments per month, you're projected to acquire 2 new clients this month, adding approximately CHF 2.00M in new assets under management.
Those clients are expected to generate around CHF 20K per year in advisory fees, and approximately CHF 327K over the average client relationship.
Your monthly investment in LeadVon is CHF 7K. In 5 months, that spend is recovered — and over the full 14-year client relationship it results in approximately CHF 327K in advisory fees.
On average, every CHF 4K invested brings in CHF1 million of new assets to manage.
All projections are estimates for planning purposes only. Expected portfolio returns are not guaranteed and are used solely to illustrate potential future AUM.