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Pipelines
Recruiting
Licensing
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Recruiting
Lead → COM → CXM → BPM → Strategy Call → Final → Offer Accepted
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Stage Conversion Funnel
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Days Since COM
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RC
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Source
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Referrer
Phone
Email
Location
Contact Date
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Last Activity
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Reference Notes
Log Touch
Certification Track
Licensing Pipeline
5 exams to a contract — Life · Health · SIE · Series 7 · Series 66
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My Market
FA Roster
All Financial Advisors in my market
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Centers of Influence — your best name generators
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Launch
Advisor Dashboard
Recruiting impact and milestones across your FA roster
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Upcoming milestones — next 60 days
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Manage roles, hierarchy, and access for your team.
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Assigned Profiles (AA only)
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PHOTO
First Name
Last Name
Category
— Select —
CPA
Pastor
Business Owner
Attorney
HR Professional
Coach
Financial Advisor
Other
Tier
A — High Priority
B — Monthly
C — Quarterly
D — Future / Prospective
Company / Organization
Phone
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Last Touch Date
Next Touch Date
(auto-calculated)
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Referrals (Lifetime)
(auto-calculated)
Referrals (Last 90 Days)
(auto-calculated)
Relationship Strength (1–5)
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Notes
Referred Candidates
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First Name
Last Name
Pipeline Stage
RCA / Assessment
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Source
— Select source —
FA Referral
COI
Natural Market
FB Ad Leads
Indeed
Handshake
LinkedIn
Career Fair
Intern / Associate Pathway
Community Event
Other
Referred by
— Select COI —
Recruiting Year
2026
2025
2024
2023
2022
Pipeline Category
Active Pipeline
Long Term Pipeline
Historical
Location
Phone
Email
Contact Date
Last Activity
Reference Notes — who are they? memory cues
Candidate Details
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First Name
Last Name
Pipeline Stage
Pipeline Category
Active Pipeline
Long Term Pipeline
Historical
RCA / Assessment
— Not assessed —
Proceed
Proceed with Caution
Do Not Proceed
Source
— Select —
FA Referral
COI
Natural Market
FB Ad Leads
Indeed
Handshake
LinkedIn
Career Fair
Intern / Associate Pathway
Community Event
Other
Referred by
— Select COI —
Location
Phone
Email
Contact Date
Last Activity / Stopped Date
Reference Notes
Not Proceeding — Last Stage Reached
Select the furthest stage this candidate reached before not proceeding. This ensures accurate funnel metrics.
— Select last stage reached —
Lead (never had COM)
COM Held
CXM Held
BPM Held
Strategy Call
Final Interview
Offer Accepted
Stage Dates — for time-between-stage analytics
COM Date
CXM Date
BPM Date
Strategy Call Date
Final Interview Date
Offer Accepted Date
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Result
— Pending —
Pass ✓
Fail ✗
Date Passed
Add to Licensing
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First Name
Last Name
Town / City
Launch Type
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Traditional Launch
TSL
Associate
Virtual Advice
Target Foundation Month
— Select Month —
January
February
March
April
May
June
July
August
September
October
November
December
Projected Hire Year
Notes
Edit Licensing Candidate
✕
First Name
Last Name
Town / City
Launch Type
— Select —
Traditional Launch
TSL
Associate
Virtual Advice
Target Foundation Month
— Select Month —
January
February
March
April
May
June
July
August
September
October
November
December
Projected Hire Year
Status
Active
Completed ✓
Did Not Complete
Notes
Add Financial Advisor
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First Name
Last Name
Initial Hire Date
Contract Anniversary Date
Birthday
Town / Location
Title
Market Type
My Market (WCFC)
Geographic Market Only
Edit Financial Advisor
✕
First Name
Last Name
Initial Hire Date
Contract Anniversary Date
Birthday
Town / Location
Title
Market Type
My Market (WCFC)
Geographic Market Only
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