Montana Market
Recruiting
Lead → COM → CXM → BPM → Strategy Call → Final → Offer Accepted
Stage Conversion Funnel
Leads by source
Avg days between stages
| Candidate⇅ | Stage⇅ | Days⇅ | Assessment⇅ | Source⇅ | Phone | Contact Date⇅ | Last Activity⇅ | Reference Notes |
|---|
Certification Track
Licensing Pipeline
5 exams to a contract — Life · Health · SIE · Series 7 · Series 66
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Montana Market
FA Roster
All Financial Advisors in Montana — measured market and geographic market
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