Advisor Marketing Tracker™ (FULL)

$797

Advisor Marketing Tracker™ (FULL)

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

What You Get

Excel + Google Sheets versions of the tracker
Access to our video library with tutorials and FAQs
Updated versions of the spreadsheet as we make improvements
BONUS: Unlimited access to our email inbox to ask questions and troubleshoot

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™ !

$797

Advisor Marketing Tracker™ (FULL)

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."

$797

Advisor Marketing Tracker™ (FULL)

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

Buy Now →