Did you just finish your broker certification classes? Do you have your first client? Or maybe you just want to start off on the right foot? Whatever the reason you are in the right place!
The Starter Client Tracker is a simple spreadsheet available for Microsoft Excel® and Google Sheets that you can customize to keep track of your clients effectively.
This spreadsheet is perfect for those that are not tech-savvy but still want to be organized; those who just need the basics or those who don't want to spend a lot of money upfront.
Whatever your reason, you won't go wrong with this spreadsheet!
What’s Included:
- A TOTAL row that automatically calculates the number of Broker funds used per month and the total remaining.
- Pie and Row charts to see your numbers at a glance.
*** All sales are final. Read our refund policy here.