What’s harder than managing people? Nothing! With the speed of work increasing, retention challenges galore, increased interdependency and productivity pressures ever present its “lonely at the top”. That’s why we created the RetireMax Franchise and Enterprise solutions.
Both platforms allow for organizational oversight, case design management, client acquisition data, and sales tracking. Accelerate your training process, help your sales reps set and reach goals and then track new business so you know who’s active and who’s not. All from a simple dashboard.
And oh, by the way, when an advisor leaves to go to greener pastures, everything is still there so you can keep your promises and service the firm's clients!