A one-page benchmarking guide (2026) for financial professionals prepared by Erica Pauly/TrackThatAdvisor, providing key performance benchmarks for dinner seminars and broader marketing funnels. It lists front-end metrics (response rate, attendance by channel), sales-process conversion and stick rates, cost-per-appointment and cost-per-client estimates, timing expectations, ROI targets across the first year and overall, and GAP-source benchmark percentages for high-gap funnels in 2025.
Questions this document answers
.4%
80% Direct Mail-only; 40% Digital-only; 60% Direct Mail + Digital combined
50%
80%
$1,000–$1,500