AdvisorFit

Plan your week, track every case, and hit your MDRT goal — the all-in-one productivity app for financial advisors and their managers.

AdvisorFit is the all-in-one productivity app for financial advisors and their managers. Plan your week, track your production against your goals, sharpen your skills, and stay accountable — all in one place.

PLAN YOUR WEEK

• Time Boxing planner — block your week for sales and recruiting activity and tick off what you complete.
• Log the cases you submit each week (client, plan, premium) and AdvisorFit calculates your ANP and AFYC automatically.
• See exactly where your week stands at a glance.

HIT YOUR GOALS

• Set your MDRT / FYP goal and watch your progress fill up in real time.
• Pending Capture to Captured flow keeps your achieved production accurate.
• Weekly summary shows your activity goal vs actual, so you always know if you're on track.

STAY MOTIVATED

• Join challenges and track your pace against the target.
• Leaderboards keep friendly competition going across the team.
• 90-Day program for new advisors with daily reflection and milestones.

GROW YOUR SKILLS

• Training library including a full will-writing course.
• AI role-play practice — rehearse real prospect conversations and get instant coaching feedback.

LEAD YOUR TEAM (for managers)

• Invite advisors to your team in a tap.
• Monitor your team's weekly activity, production, and submissions from one dashboard.
• See who's on track and who needs a nudge.

AdvisorFit is built for licensed financial advisors and requires an AdvisorFit account provided by your agency. If you don't have an account, contact your manager or recruiter.