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Taylor Schulte/Advisor Marketing Tracker™
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  • $497

Advisor Marketing Tracker™

A powerful, easy-to-use spreadsheet to track your marketing activities. 
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What You Get

  1. Excel + Google Sheets versions of the tracker
  2. Access to our video library with tutorials and FAQs 
  3. Updated versions of the spreadsheet as we make improvements
If you want to quickly and easily track your prospecting activities + identify what's working (and not working!), you'll love the Advisor Marketing Tracker™ !

What You Don't Get

Regrettably, our small team cannot offer technical support for spreadsheets to advisors who buy this product.

We remain available for general product questions and are currently working hard to find a reputable spreadsheet expert you can hire by the hour if support is ever needed.

  • $497

Advisor Marketing Tracker™

Quickly and easily document your prospecting activities + identify what's working (and not working!) in your marketing
Buy Now →

Use the Tracker to Answer Questions Like ...👇

⮕ What marketing activities are working best + how has this trend changed over time?

⮕ Are conversion rates high enough to justify continuing with a specific marketing activity?

⮕ What is my time costing me during the sales process relative to revenue generated?

⮕ Are my conversion rates improving?

⮕ How long does it take someone to move through our sales process and become a client?

⮕ What is the common thread between prospects who don't become clients?

What They're Saying...

Gregory Kurinec, CFP®, MRFC

"The perfect solution to centralize & analyze your marketing to see what is REALLY working."

Peter Lazaroff, CFA, CFP®

"An incredibly easy and efficient tool to track your firm's marketing activities."

Lee Sherbakoff, CPA, CFP®

“The perfect tool to track prospect sources and prospect conversion rates.”

James Canole, CFP®

"A huge help in allowing us to make business decisions based on real data instead of gut feelings."

  • $497

Advisor Marketing Tracker™

A powerful, easy-to-use spreadsheet to track your marketing activities. 
Buy Now →

Contents

Advisor Marketing Tracker™

Download → Marketing Tracker Spreadsheet