Are you keeping a good record of your clients and the sales you make? It’s important to stay organized and hang on to this information. It’ll help you see your progress and stay in-the-know for when it’s time to meet with your clients again.
How can you do this?
Having a great FMO behind you is a great step. At Senior Market Advisors, you’ll be able to input data from your appointments into our CRM system, which allows us to keep a close eye on leads, sales, and progress – ultimately helping you. If you don’t have an FMO, there are still plenty of ways for you to keep organized records on your own.
If you are partnered with a field marketing organization, make sure you are reporting detailed information about all calls, appointments, and sales. Keeping well-organized records will benefit you, your FMO, and your clients.