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Enhancing the daily activities of a financial adviser
Liberty Practice Manager
by AP-Point cc
What is it about?
Enhancing the daily activities of a financial adviser
App Screenshots
App Store Description
Enhancing the daily activities of a financial adviser
We Make Your Life Easier
Increase prospects
• Prospecting Tool
• Phone Assist
• Appointment scheduling
Increase Sales
• Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year.
Record all Interactions with clients
• Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
