Advisors Assistant is the cornerstone of our practice. My staff and I use this software program every minute of every day. It’s great to have a management system that is changing and keeping up with our ever changing industry and our growing practice.
“I’ve been using your program for years, and it has really helped me make more sales. Just a few weeks ago, I made a $32,000 commission because your program has been reminding me to call this prospect and to send him a birthday card each year. And now this new client has referred me to a friend who has 4 businesses. I can’t tell you how many sales I’ve made over the years because your program keeps me on track!”