EFuturesCFO · Financial Services Suite
Client Acquisition & Lifetime Value
Calculate the true cost to acquire clients by segment, model lifetime value, and optimize your channel mix for the highest LTV:CAC ratio.
Executive Summary
Segment Economics
Client Cohort Retention
Growth Levers
Channel Comparison
Methodology
LTV = Annual Profit ÷ (1 − Retention Rate). CAC = total acquisition cost per new client. LTV:CAC target: 3×+ is strong. Payback = CAC ÷ (Monthly Profit). Referrals typically have lowest CAC (40% of blended) and highest quality (92/100). Industry avg retention: 92-96% for RIAs.