Fortis Connect

    Adviser Conversion Calculator

    Reverse-engineer your year. Enter your FUM or revenue goal and we'll tell you exactly how many first appointments you need each week, month and year to get there.

    Your Numbers

    Adjust the fields to match your practice.

    e.g. 10,000,000 for £10m

    Total fees from all business in the first 12 months of a client engagement

    e.g. 25 for a 1-in-4 conversion rate

    The remainder (0%) is assumed to come from existing clients and won't require first appointments.

    Default 46 (allows for holidays)

    Your Activity Plan

    Held first appointments needed to hit your goal.

    Per week
    8.7
    Per month
    33.3
    Per year
    400
    Total target£200,000
    From existing clients£0
    Needed from new clients£200,000
    New clients needed100
    Total appointments needed400

    Worked example

    How the maths plays out

    An adviser with a 1-in-4 conversion rate, £2k average case size, targeting £10m FUM at a 2% charge, with 100% from new clients:

    1
    £10m × 2% = £200,000 revenue
    2
    £200,000 ÷ £2,000 = 100 clients needed
    3
    100 × 4 = 400 first appointments per year
    That's ~33 per month or ~9 per week over 46 working weeks.

    Need help hitting these numbers?

    We book qualified, FCA-compliant first appointments for advice firms with 80%+ show rates.

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