Ellos dicen
«Our growth is all referrals.»
Nosotros decimos
Very possibly, and the report will prove it rather than assume it — and show which partners and which clients actually refer.
Para 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.
Sin clave de API Nada que instalar en WealthboxNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Wealthbox el 24 de septiembre de 2026.
La brecha
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 ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
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.
- Necesaria
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.
- Necesaria
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.
- Opcional
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.
Paso a paso
Cómo sacar el archivo de Wealthbox.
Escrito para quien tiene Wealthbox abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Wealthbox no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Gestión patrimonial, no de una cuenta de Wealthbox.
Atribuidos a un canal$376,00047% de $800,000
Ventas coincidentes53 de 114solo alta confianza
Ticket medio$7,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 24 | $168,000 | |
| Email marketing | 18 | $112,000 | |
| Eventos | 11 | $96,000 | |
| Directo / Desconocido | 61 | $424,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada client y el anuncio comparten una fila.
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.
Preguntas justas
«Wealthbox ya hace eso». No exactamente.
Ellos dicen
«Our compliance team will not allow client data anywhere.»
Nosotros decimos
A contact detail, a figure and a date. No portfolios, no holdings, no account numbers, no statements, no suitability notes.
Ellos dicen
«Our cycle is far too long for this.»
Nosotros decimos
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.
Por sector
Sectores que usan Wealthbox.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Gestión patrimonial¿Qué canales trajeron cuentas fondeadas?
- Resolución de deudas fiscales¿Qué canales generaron casos de resolución contratados?
- Firmas de contabilidad¿Qué canales generaron clientes que pagan honorarios?
- Corredores hipotecarios¿Qué anuncios produjeron préstamos desembolsados?
- Planificación patrimonial¿Qué canales trajeron clientes que contrataron al despacho?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Cualquiera de los dos HubSpot Equipos de ventas y marketing en HubSpot CRM Cualquiera de los dos Qué exportar Cualquiera de los dos Salesforce Equipos comerciales con Salesforce como sistema de registro Cualquiera de los dos Qué exportar Archivo de leads y llamadas Calendly Teams whose first conversation is a booked meeting Archivo de leads y llamadas Qué exportar
Los 68 sistemas 
Wealthbox y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Wealthbox, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.