The Wealthy Advisers Club, the largest online training community of its type now with 2,000 members and growing rapidly, has launched a free 90 Day Performance Planner as a mobile app.
The app is built to help mortgage brokers, protection advisers and financial services professionals take control of their numbers, increase conversions and grow revenue faster.
The 90 Day Performance Planner gives advisers a practical way to monitor their performance across annual, quarterly, monthly, weekly and daily goals. It allows users to track key sales activity, KPIs, wins, losses, lessons learned and progress over time, helping them stay focused, accountable and consistent in their business growth.
In a market where consistency and performance separate top advisers from the rest, the app is designed to give intermediaries a clear, structured way to track the activity that actually drives performance, from leads and appointments through to conversions and completed business.
The app can be found in the Apple Store here and in Google Play for Android users here.
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 of the app follows the recent Wealthy Advisers Club conference held in Kensington, and demonstrates the continued growth of the club, with now over 2,000 members, supporting advisers across lead generation, sales, systems, accountability and business growth.
