Did we sign a broker agreement? How much money do I have left for each individual? Those are some of the things our Beginner Client Tracker can help you keep track of. Being an effective broker is not always easy, but with a good system, a plan, and firm determination, it is entirely possible. The Beginner Client Tracker is a simple spreadsheet available for Microsoft Excel® and Google Sheets that helps you come up with a plan and a way to keep track of your clients effectively. This is the spreadsheet that is guaranteed to pay for itself in one month!
What's Included:
- Everything in the basic package PLUS
- FI tracker as well. Keep track of the FI's fringe rate, Corp ID, Address, contact person, broker invoice deadline and so much more!
What are you waiting for? Buy today!
*** All sales are final. Read our refund policy here.