TOOLS TO KEEP YOU ON TRACK
The Advisor Corner service provides the Advisor with the tools needed to maximize their production. Access to the Advisor Corner is inlcuded with our Personal Manager service and is also available as a separate subscription by itself.
The Advisor Corner Dashboard gives you quick insight into your daily/weekly production and notifications from the client development system.
Using our custom designed activity tracking and scoring system keeps you on track to ensure you meet your goals.
The detailed production tracking provided through the Advisor Corner allows you to fully see how you are performing.
Our Client Development System provides a set of tools to assist you in developing new clients.
Tools inlcude a managed client and prospects list, form letters, follow up reminders and much more.
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