Cohertly
Alex Johnson
Senior Financial Advisor at Financial Partners LLC
Profile Information
Email
alex.johnson@example.com
Phone
(555) 123-4567
Location
Chicago, IL
Member Since
January 2020
Bio
Financial advisor with 8+ years of experience specializing in retirement planning and wealth management. Passionate about helping clients achieve their financial goals through personalized strategies.
Areas of Expertise
Retirement PlanningTax PlanningEstate PlanningInvestment Management
Performance Stats
Referrals Sent
42
Referrals Received
28
Conversion Rate
68%
Avg. Response Time
1.2 days
Revenue Generated
$24,850
Client Retention
92%
Recent Activity
Today
Sent a referral to Sarah Williams
Yesterday
Received a referral from Michael Chen
May 5, 2025
Completed profile information
Performance Metrics
Referral Quality Score
0.5
8.7
Network Growth Rate
3%
15%
Partner Satisfaction
0.2
4.8
Top Referees
Sarah Johnson
Financial Advisor
Wealth Partners LLC
Referrals
8
Conversion
75%
Last active: 2 days ago
Michael Chen
Tax Specialist
Chen Tax Group
Referrals
6
Conversion
83%
Last active: 5 days ago
Jessica Williams
Estate Attorney
Williams & Associates
Referrals
5
Conversion
60%
Last active: 1 week ago
Recent Referrals
| Client | Service | Status | Date |
|---|---|---|---|
John Smith To: Sarah Johnson | Tax Planning | Converted | May 5, 2025 |
Robert Johnson From: Sarah Williams | Tax Planning | Converted | May 2, 2025 |
Emily Davis To: Michael Chen | Estate Planning | Pending | May 3, 2025 |