Tracking and Accountability
Tracking and accountability are the secret sauce to AUM Sales Management success.
We make sure you have systems in place that track:
- Advisor review meetings
- Advisor lead generation
- Advisor prospect meetings and closing ratio.
- Advisor efficiency on client service and client outreach
- New assets
- Asset Retention
- Meetings with COIs
- Marketing events
- Referrals/Introductions generated
- Etc
Once we have tracking systems in place, we make it easy for you to introduce accountability. If you or someone else at your firm is accustomed to meeting with your advisors to discuss quarterly results, we’ll help train you on the most effective way to use this tracking “scorecard”. If you prefer that we have this accountability meeting with your people each quarter, we’re happy to do so.
The bottom line is, tracking and accountability can’t be a top-down imposition. It must be understood as a tool to help your advisors become more successful rather than to be considered a threat. That’s the real power of tracking and accountability.