The Wealthy Advisers Club has launched a free 90-day performance planning app for mortgage brokers, protection advisers and other financial services professionals.
The mobile app is intended to help advisers monitor sales activity, improve conversion rates and track business performance across annual, quarterly, monthly, weekly and daily goals.
The 90 Day Performance Planner allows users to record key performance indicators, wins, losses, lessons learned and progress over time. It is designed to provide a more structured approach to managing leads, appointments, conversations, conversions and pipeline activity.
The Wealthy Advisers Club said the app had been created to help intermediaries focus on the activity that drives business performance, from initial lead generation through to completed cases.
The app is available through the Apple Store and Google Play.
Terry Blackburn, founder of The Wealthy Advisers Club, said: “Too many advisers are relying on instinct rather than data when trying to grow. They want to write more business and build stronger client banks, but they’re not consistently tracking the key activities and metrics that actually drive those outcomes.
“If you are not measuring your leads, appointments, conversations, conversions and pipeline, it becomes very difficult to improve. This app gives advisers clarity, structure and focus, which ultimately leads to more business written and better results.
“The app has been launched as part of my wider mission to help advisers improve performance across lead generation, sales and processes and so enabling them to grow faster while delivering better outcomes for clients.
“Unlike many performance tools, the 90 Day Performance Planner is completely free and has been designed to stay free, removing any barrier for advisers who want to improve their results.”
The launch follows the Wealthy Advisers Club conference in Kensington. The club said it now has more than 2,000 members and provides support on lead generation, sales, systems, accountability and business growth.
