Video ROI Calculator

What would a video system
return for your firm?

Answer five questions about your firm. Get a personalized projection based on real outcomes from firms like yours — in under 60 seconds.

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Step 1 of 5

How many advisors are at your firm?

Include principals, partners, and producing advisors — anyone who would be creating video content.

Solo Just me — 1 advisor
Small Team 2–5 advisors
Mid-Size 6–12 advisors
Larger Firm 13+ advisors
Step 2 of 5

What is your firm's approximate AUM?

Ballpark is fine. This helps us anchor your numbers to realistic industry outcomes.

Under $250M Growth-stage RIA
$250M – $1B Established independent firm
$1B – $5B Scaled regional practice
$5B+ Enterprise / wirehouse team
Step 3 of 5

How many new prospect conversations do you start each month?

Count first meetings, referral intros, and inbound inquiries — any qualified new conversation.

Step 4 of 5

What percentage of those conversations become clients?

Your current close rate — the percent of first meetings that end in a signed engagement.

Step 5 of 5

How would you describe your firm's current video presence?

Be honest — this is where your upside lives.

None No video presence at all. Prospects can't find us on camera anywhere.
Occasional A few videos here and there — but no system, no consistency.
Active but unstructured We create content regularly but don't track results or have a real strategy.
Your Personalized Projection

Here's what the system could
return for your firm.

Based on documented outcomes from RIAs and wealth management firms that committed to the Market. Present. Close. framework.

New Prospects / Month — Additional qualified conversations generated by video-driven inbound
New Clients / Year — Estimated new client relationships in Year 1 from improved pipeline and close rate
Estimated New AUM — Based on your average client AUM and projected new client count
Annual Revenue Impact — Estimated at 1% advisory fee on new AUM generated
What This Means For Your Firm

How This Compares — Documented Industry Outcomes
Jazz Wealth
$50M AUM
Oak Harvest
$50M → $500M
Root Financial
$20M/yr
Pure Financial
$8B AUM
Your Projection
—

Your numbers tell a story.
Let's write the next chapter.

This is a 20-minute conversation — not a pitch. We'll look at your specific setup and tell you honestly what a system like this would look like inside your firm.

BOOK A FREE 20-MIN CALL

No obligation. No proposal on the first call. Just a real conversation.

Projections are based on documented outcomes from RIAs and wealth management firms using systematized video strategies. Results vary by firm size, market, consistency of execution, and other factors. These figures are illustrative estimates — not guarantees. Industry benchmarks sourced from public firm communications. MPC engagement fee: $2,000/month.