ANOFE Roth Conversion Leads
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ANOFE Roth Conversion Leads
Advisor Reported Data
Date
Upcoming
Past 7 days
Past 30 days
Past 90 days
All past
Custom range
From
To
Apply
Advisor
All advisors
Status
All statuses
Pending Report
Showed
No Show / Canceled
Total in Range
-
Showed
-
No Show
-
Pending
-
Show Rate
-
Moved to 2nd Appt
-
Total Retirement Assets (Showed)
-
Total Potential Roth Conversion (Showed)
-
Average Assets per Appointment
-
Average Roth Conversion Size
-
Upcoming Appointments
