Advisor Recruiting Funnel Template
Model a defined cohort using your own conversion assumptions.
Organization: _______________________ Owner: _______________________ Date: ______________
Your working context
Organization: wirehouse / broker-dealer / RIA / OSJ / third-party recruiting firm / other
Your role: ____________________ Responsibilities you own: ____________________
Mark practices outside your responsibility as not assessed. Identify the appropriate owner before treating them as gaps.
| Stage | Count / rate / period | Definition / source |
|---|---|---|
| Active prospects | ||
| Qualified prospects ÷ active prospects | ||
| Responses ÷ qualified prospects | ||
| Meetings ÷ responses | ||
| Opportunities ÷ meetings | ||
| Recruits ÷ opportunities | ||
| Average recruiting cycle in months | ||
| Touches per qualified prospect (workload only) |
Priority action: __________________________________________________________________
Evidence we will review: ___________________________________________________________
Owner and review date: _____________________________________________________________
An HNTR working framework. No industry benchmarks, guaranteed results or proprietary advisor scoring are included.