My Branch Manager is an online accountability system that is designed to increase your daily activities leading to improved sales results.
You are your own, Branch Manager and you have the capability of setting your goals on a daily, weekly, monthly and yearly basis for both your activity and most importantly your sales.
In addition, we provide CRM capabilities along with several Needs Analysis and a creative Lifestyle Budget Worksheet. You will also have the ability to ensure you are meeting your compliance requirements through the accessibility of several tools included in this system.
This is a virtual activity generating and sales driven system designed specifically for the Financial Services Industry. It is available on your laptop, I-Pad and mobile phone. Watch instantly your activities and sales results improve as soon as they are achieved. Stay motivated and inspired for less than the cost of a cup of coffee a day.