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AUM by household
Revenue attribution
Pipeline velocity
Idle clients
Largest movers
Insurance gaps
Recent additions
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Households at risk
Live · 4 flagged
AUM growth attribution
YTD · By source
Pipeline velocity
Q3 · Per week
Time-to-close
By referral source
Referral sources
Yield · LTV · Cycle
Active view
Live
Which households are
quietly slipping?
Four households flagged.
The Wesleys
haven't been touched in 47 days (avg for top-tier is 23). Engagement dropped from top quartile in Q1 to bottom in Q3.
Three other households
show similar drift patterns.
4
Flagged
47d
Worst silence
$8.2M
AUM at risk
Tour started
Jan
Apr
Jul
Aug
Now
01
The Wesleys
$3.4M AUM · 47 days since contact
−24%
engagement
02
Maddox household
$2.1M AUM · 38 days since contact
−18%
engagement
03
Tashian family
$1.8M AUM · 31 days since contact
−12%
engagement
04
Pasternack
$890K AUM · 29 days since contact
−9%
engagement
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Which referral source produced these households?
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