The WealthPRIME platform allows you to keep track of not only your new leads generated, but your WEALTH REPORTS in ascending order of when you run them.
This is beneficial to you for many reasons.
You’re able to:
- See at a glance how many reports you’ve run by date so you’ll always know how many reports you have remaining. Only ELITE members have access to unlimited reports each month.
- See the exact Estimated Time to a Million for each of your prospects so you may potentially focus on those with shorter time horizons.
- Keep close track of which prospects received their report and when. This will help with your follow-up and give guidance to your support team.
WealthPRIME acts as your CRM system for your retirement business.
