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— My Overview —
Pipelines
Recruiting
Licensing
FA Roster
COI
COI Engine
FA Referral Dashboard
Launch
Business Pipeline
Beta
My Market
Recruiting
Lead → COM → CXM → BPM → Strategy Call → Final → Offer Accepted
⬇ CSV
More recruiting metrics
Stage funnel · Lead sources · Days between stages
Stage Conversion Funnel
Leads by source
Avg days between stages
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All stages
All sources
Candidate
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Stage
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Days Since COM
⇅
RC
⇅
Source
⇅
Referrer
Contact
Contact Date
⇅
Last/Next Activity
⇅
Reference Notes
Log Touch
Certification Track
Licensing Pipeline
5 exams to a contract — Life · Health · SIE · Series 7 · Series 66
⬇ CSV
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My Market
FA Roster
All Financial Advisors in my market
⬇ CSV
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Network Intelligence
COI Engine
Centers of Influence — your best name generators
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Touch Queue — Overdue & Due Soon
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COI
FA Referral Dashboard
Recruiting impact and milestones across your FA roster
Roster composition
Upcoming milestones — next 60 days
Referral impact by advisor
Advisor
Class
Tenure
Referrals
Reached COM
Offers
In Licensing
Last Referral
Launch
Business Pipeline
My personal production and practice
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Team Management
Manage roles, hierarchy, and access for your team.
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Display Name
Role
Director
AVP
SVP
Admin Assistant
Admin
Manager
— Unassigned —
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
Email
Last Touch Date
Next Touch Date
(auto-calculated)
—
Referrals (Lifetime)
(auto-calculated)
Referrals (Last 90 Days)
(auto-calculated)
Relationship Strength (1–5)
●
●
●
●
●
Notes
Referred Candidates
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First Name
Last Name
Pipeline Stage
RCA / Assessment
— Not yet assessed —
Proceed
Proceed with Caution
Do Not Proceed
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
Other Contact
Communicating on LinkedIn
Initial Contact Date
Reconnect On
Reference Notes — who are they? memory cues
Candidate Details
✕
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
Other Contact
Communicating on LinkedIn
Initial Contact Date
Reconnect On
Reference Notes
Redirect — last stage reached
Auto-filled with the stage they were in before Redirect — adjust if needed. Saving with a last stage moves them to Historical.
— Select last stage reached —
Lead (never had COM)
COM Scheduled
COM Held
CXM Scheduled
CXM Held
BPM Scheduled
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
Update Exam
✕
Result
— Pending —
Pass ✓
Fail ✗
Date Passed
Add to Licensing
✕
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
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
Date Entered Licensing
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
Log Touch
✕
Touch Date
Touch Note
(optional — what was this touch?)
Log Touch
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Touch Date
Touch Note
(optional — what was this touch?)
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