Bill Cates has revolutionized the way financial professionals generate an abundance of high-quality referrals. Connect Here
Richard Weylman helps advisors envision and develop marketing plans that create business with the affluent. Connect Here
Elaine Hermsen is an sought out speaker and expert on the topic of Social Security. Learn More
Brad Galbraith is changing what estate planning can be through an innovative model of service and client communication. Connect Here
Jim Loehr, the founder of the Human Performance Institute offers results-driven solutions to help increase performance and improve your ability to overcome energy-compromising obstacles. Learn More
All new Excel-based format compatible with Windows for Mac
Create 12-4-2 client meetings (that download to Microsoft Outlook)
Create 4-1 quarterly (butler) meetings (that download to Microsoft Outlook)
Create monthly Center’s of Influence meetings (that download to Outlook)
All holidays in US and Canada are blocked out for your convenience
Download the client’s schedule with one click
All information is self-contained on your computer avoiding any privacy/security issues
You set your hours of business and preferred days for appointments
