Wealthy Advisers Club Planner

Plan your week, track key activity and stay accountable with a simple performance planner for ambitious mortgage and protection brokers.

The Wealthy Advisers Club Planner helps mortgage and protection brokers plan their week, track key activity and stay accountable.

Built for busy advisers and brokers, the app gives you a simple way to organise your priorities, monitor progress and keep your most important business actions in one place.

Use it to plan your week, set clear goals, track sales and prospecting activity, review your performance and stay consistent with the habits that help you move your business forward.

Key features include:

• Weekly planning to help you focus on the right activity • Goal tracking for business and personal targets • Sales activity tracking to monitor progress • Habit and consistency tracking • Notes and reflection sections • Simple performance reviews to help you see what is working • A clean layout designed for busy advisers and brokers

The app is designed for mortgage brokers, protection advisers, insurance brokers and financial services professionals who want more structure, focus and accountability in their working week.

The Wealthy Advisers Club Planner does not provide financial advice, mortgage advice, insurance advice, suitability reports or regulated client recommendations. It is a planning, productivity and performance tracking tool only.