Eles dizem
“Our growth is all referrals.”
Nós dizemos
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.
Sem chave de API Nada para instalar no WealthboxNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio Wealthbox em 24 de setembro de 2026.
A lacuna
Growth comes from referrals, seminars and a website nobody measures. When you spend on marketing you have no way to tell whether it worked.
O Wealthbox vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
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.
- Obrigatória
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.
- Obrigatória
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.
Passo a passo
Como tirar o arquivo do Wealthbox.
Escrito para quem está com o Wealthbox aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o Wealthbox não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Gestão de patrimônio — não de uma conta do Wealthbox.
Atribuída a um canal$376,00047% de $800,000
Vendas com correspondência53 de 114só alta confiança
Ticket médio$7,000por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 24 | $168,000 | |
| E‑mail marketing | 18 | $112,000 | |
| Eventos | 11 | $96,000 | |
| Direto / Desconhecido | 61 | $424,000 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada client e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O Wealthbox já faz isso.” Não exatamente.
Eles dizem
“Our compliance team will not allow client data anywhere.”
Nós dizemos
A contact detail, a figure and a date. No portfolios, no holdings, no account numbers, no statements, no suitability notes.
Eles dizem
“Our cycle is far too long for this.”
Nós dizemos
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 setor
Setores que usam o Wealthbox.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Gestão de patrimônioQuais canais geraram contas com aporte?
- Regularização tributáriaQuais canais geraram casos de regularização contratados?
- Escritórios de contabilidadeQuais canais geraram clientes pagantes?
- Correspondentes de crédito imobiliárioQuais anúncios geraram financiamentos liberados?
- Planejamento sucessórioQuais canais trouxeram clientes que contrataram o escritório?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos HubSpot Equipes de vendas e marketing no HubSpot CRM Qualquer um dos arquivos O que exportar Qualquer um dos arquivos Salesforce Equipes de receita com o Salesforce como sistema principal Qualquer um dos arquivos O que exportar Arquivo de leads e ligações Calendly Teams whose first conversation is a booked meeting Arquivo de leads e ligações O que exportar
Todos os 68 sistemas 
Wealthbox e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no Wealthbox, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.