Sie sagen
„Our growth is all referrals.“
Wir sagen
Very possibly, and the report will prove it rather than assume it — and show which partners and which clients actually refer.
Für Wealthbox
A client is ten years of fees. Which advert produced them is a shrug.
Export your clients and their fees, upload the enquiries beside them, and rank marketing on assets and revenue rather than on enquiries.
Kein API-Schlüssel Nichts in Wealthbox zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Wealthbox export of clients and the fee or asset figures you hold alongside it — the contact's email or phone, the amount and the date — and matches it against the enquiries, calls and seminars that produced them. An advisory relationship is measured in years and fees recur, so the acquisition cost of a client is trivial against what they are worth and almost nobody knows which channel produces them. Clients with no traceable enquiry are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Wealthbox geprüft.
Die Lücke
Growth comes from referrals, seminars and a website nobody measures. When you spend on marketing you have no way to tell whether it worked.
Wealthbox sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Contact email or phone
On the client record. Advisory enquiries arrive by phone and by form in roughly equal measure, and seminars capture whichever the sign-up sheet asked for.
- Erforderlich
Fee or assets under management
Annual fee is the cleaner number because it is revenue; assets work if fees are not in the export, as long as it is consistent.
- Erforderlich
Onboarding or first-fee date
When the relationship started or first billed. Either is fine; the gap from enquiry to onboarding is what matters and it is long.
- Optional
Service tier or segment
Whatever separates your client bands. A channel producing many small relationships and one producing few large ones need to be read apart.
Schritt für Schritt
So holen Sie die Datei aus Wealthbox.
Geschrieben für alle, die Wealthbox im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export clients with a value
One row per client with a contact detail, the fee or asset figure and a date. Wealthbox holds the relationship; the value usually comes from your billing or portfolio system.
-
Use annual fee where you can
It is revenue and it is comparable across clients. Assets under management works but flatters a channel producing large, low-fee relationships.
-
Export every enquiry source
Website forms, call tracking, seminar and webinar sign-up sheets, referral logs, and any directory or matching service you pay for.
-
Go back two years at least
Advisory relationships form slowly. A family considers moving adviser for months or years, and a short file will attribute almost nothing correctly.
-
Upload both
The join is the email and the phone, normalised, and the report keeps referrals visible beside paid sources rather than lumping them into Direct / Unknown.
Was zurückkommt
Die Seite, die Wealthbox Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Vermögensverwaltung – nicht aus einem Wealthbox-Konto.
Einem Kanal zugeordnet$376,00047% von $800,000
Zugeordnete Verkäufe53 von 114nur hohe Konfidenz
Durchschn. Verkauf$7,000pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 24 | $168,000 | |
| E‑Mail-Marketing | 18 | $112,000 | |
| Veranstaltungen | 11 | $96,000 | |
| Direkt / Unbekannt | 61 | $424,000 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn client und Anzeige in einer Zeile stehen.
Referrals are the largest channel and the least examined
Most advisory firms grow primarily on referrals from existing clients and from professional partners — accountants, solicitors, estate agents. It is the cheapest acquisition in the business and nobody measures it because no invoice arrives.
That absence distorts everything else. Paid channels get judged against a total that quietly includes all the referral growth, or against no baseline at all.
Logging referrals as a source and putting them in the same report is usually the first genuinely new information a firm gets from this. It also shows which professional partners actually send clients, as opposed to which ones get taken to lunch.
The cycle is measured in years, which defeats every reporting window
Moving adviser is a high-trust, low-frequency decision. Somebody attends a seminar, takes a brochure, thinks about it, and calls eighteen months later when a pension crystallises or a parent dies.
No advertising platform reports on that horizon, so the seminar and the search campaign that produced the enquiry are long since judged and switched off.
A client file going back two or three years, matched against enquiry records from the same period, is the only way to see it. In this category the correction is usually large enough to change what the firm does with its marketing budget entirely.
Client value is so skewed that averages are close to useless
One relationship can be worth more than thirty others. The distribution is not merely uneven, it is concentrated to the point where the mean describes nobody.
Cost per enquiry and cost per client therefore say very little. The question is which channel produced the relationships that matter, and that is answerable only with the fee figure attached.
Where the export carries a service tier or segment, the report splits on it, and channels that looked identical on client count routinely separate by a wide margin on revenue.
Seminars and events are marketing and are rarely reported as such
Seminars, workshops and client evenings are a substantial line in many firms' budgets, and their results are assessed by how the room felt and how many cards were collected.
A sign-up sheet with a name and an email is a lead file. Matched against clients onboarded over the following two years, an event becomes comparable with a search campaign on exactly the same terms.
Firms that do this usually find the ranking is not what they assumed, in one direction or the other, and either answer is worth the exercise.
Berechtigte Fragen
„Wealthbox kann das doch schon.“ Nicht ganz.
Sie sagen
„Our compliance team will not allow client data anywhere.“
Wir sagen
A contact detail, a figure and a date. No portfolios, no holdings, no account numbers, no statements, no suitability notes.
Sie sagen
„Our cycle is far too long for this.“
Wir sagen
It is too long for advertising platforms. A file covering three years is not too long for a file covering three years.
No. It reads a file you exported; no credential to your account is held.
Clients with a contact detail, a fee or asset figure and a date.
Annual fee where you have it. Assets work consistently applied but flatter large, low-fee relationships.
Two to three years. This is one of the longest cycles in the catalogue.
Yes, if you log them as a source. For most firms that is the largest channel and the one never measured.
Yes. A sign-up sheet is a lead file, and matched over two years an event compares like for like with a campaign.
Yes, where the export carries one. Client value is skewed enough that averages describe nobody.
They are the denominator. A channel's conversion from enquiry to client is what separates it from the others.
Direct / Unknown — and in an advisory firm that bucket is usually referrals nobody logged, which is itself the finding.
Yes. The files are smaller and the question is identical.
A contact detail, a figure and a date, plus a segment if you include one. No portfolios, no holdings, no account numbers, no statements, no notes. Encrypted in transit and at rest, isolated to your firm's workspace, deleted with the import.
Revenue or assets by source, referrals beside paid channels rather than hidden in Direct / Unknown, and everything unmatched kept visible.
Nach Branche
Branchen, die Wealthbox nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- VermögensverwaltungWelche Kanäle haben Mandate mit eingebrachtem Vermögen gebracht?
- SteuerschuldenberatungWelche Kanäle haben mandatierte Fälle gebracht?
- Steuerberatungs- und WirtschaftsprüfungskanzleienWelche Kanäle haben honorarzahlende Mandanten gebracht?
- BaufinanzierungsvermittlerWelche Anzeigen haben ausgezahlte Darlehen gebracht?
- NachlassplanungWelche Kanäle haben mandatierte Klienten gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Eine der beiden Dateien HubSpot Vertriebs- und Marketingteams mit HubSpot CRM Eine der beiden Dateien Was exportieren Eine der beiden Dateien Salesforce Revenue-Teams mit Salesforce als führendem System Eine der beiden Dateien Was exportieren Lead- und Anrufdatei Calendly Teams whose first conversation is a booked meeting Lead- und Anrufdatei Was exportieren
Alle 68 Systeme 
Wealthbox und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Wealthbox zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.