Alberstein Consulting - Achieving Independence by Focusing on the Controllable
The New CAM System™
What others are saying:
"The Albersteins have developed an outstanding web based software system that captures both the philosophy and the business model of the OCS. I see this innovative software as the next step in the natural development of both my research and the OCS. I enthusiastically and wholeheartedly endorse The Career Activity Management (CAM) System as the modern continuation of my work."
O. Alfred Granum, CLU
"Our productivity improvement year over year for advisors under 1 year (2011 vs 2010) is over 33%! YTD Dec to July is over 20% improvement and climbing! We are expecting that the impact of CAM will have played a major part in this improvement and we hope to see final improvements exceed 50% in 2011 vs 2010."
Murray Parks, CFP, CLU, ChFC Regional Director
Freedom 55 Financial
"The CAM System has provided a systematic way of keeping on top of all of my cases regardless of where they are at in the sales process. It has become invaluable in coordinating with my assistants and I'm certain this tool is going to have a long term positive impact on my business."
Greg Harvey
MassMutual
Top 20 Producer
“Our firm does a significant amount of joint work between Advisors. The CAM System has made it so much easier for Advisors to track the cases they are working on together which in turn builds trust and a culture of joint work for the benefit of the client. It has also reinforced our veteran Advisors on the importance of adding new clients. Finally, for those building a firm, there is no better way I know of to make sure that everyone is on the same page, and the CAM provides an evidence based system of tracking the key activities that not only build a practice, but a firm.”
Jim Mullinix, ChFC,
Managing Partner
Triune Financial
"I really love this software. I am using it to keep track of my short and long term inventory as well as the value of my active clients. Very few people are aware of their active client count and value, and I feel privileged to have this valuable tool."
Carl Williams
,Northwestern Mutual
be sure to view the videos
Questions?
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The Career Activity Management (CAM) System™
(Note that many additional features have been added that do not appear in these videos)
Introducing the Web based CAM System from Barry Alberstein on Vimeo.
click here to order now
CAM System Overview from Barry Alberstein on Vimeo.
Endorsed by the National Association of Insurance and Financial Advisors (NAIFA)
Click here to learn what others are saying about Alberstein Consulting and the CAM System
tHE Ultimate practice management system for achieving success
The CAM System™ is now available as a web based software program designed to help you manage your financial services practice. It handles the three major areas required to build and manage a successful practice; Activity, Inventory and Relationships.
With three simple steps you can organize, analyze and control your practice with unprecedented clarity and efficiency. Enter your goals, sales activity and open case inventory and you’re ready to tap the power of this innovative new system.
Because the new version is web based, you can exchange information with your assistant, coach or marketing team. This system does it all, and provides a virtual franchise model for success.
The CAM System running on an Ipad
ACTIVITY
The CAM System™ automatically provides a comprehensive analysis of your activity, skills, production and inventory – all on a single page report. The analysis includes:
- Year-to-date totals, monthly averages, and annualized projections,
- Simple color-coding displays your progress toward your personal goals,
- A full range of graphs, allows you to track your performance visually,
- Calculates the revenue values of each business activity, as well as the number you’re averaging per sale, per day, and per new client account,
- Identifies your conversion ratios and key skill indicators as you move cases through the decision process,
- Summarizes the values of your Open Case and Submitted Case Inventories, and
- Displays your future revenue estimates from your active clientele.
INVENTORY
The CAM System™ also includes a powerful and unique Inventory Management feature.
- Nine basic inventory categories are provided and customized inventory categories can be added.. With a simple click, cases and leads can be moved from one inventory to another as they move through the sales process.
- You can view any single inventory list, or combinations of inventories, and sort the lists by any variable.
- These reports provide demographic information, follow up dates and tasks, revenue estimates, graphs and other information to help you evaluate both the quantity, and the quality, of your inventory.
- And because The CAM System™ is web based, you, or your assistant(s), can view, edit, and share individual case notes and details.
- The inventory section also allows email,, printing and file exporting to Word, Excel and PDF.
RELATIONSHIPS
The CAM System™ also helps you manage the on-going contacts that build relationships, capture cross-sales and lead to an expanding base of clients and referrals. The program will:
- Generate follow-up reports for any time period, allowing you to assign important case management tasks to your calendar - or to an assistant
- Follow-up reminders can be set to recur at intervals of your choice.
- Sort reports by any case variable
- Easily view and print individual case notes and details
- Clients can be categorized and stored in customized inventory lists by such variables as product, quality rating or services.
PLANNING AND FORECASTING
The CAM System is perfect for year-end planning and quarterly adjustments. It generates a goal driven work plan and continually tracks progress. By entering your desired revenue, and a few other variables, the program will project an activity plan based on your own historical performance. A powerful “What If?” calculator allows you to evaluate the effect of varying your case size, number of closes or closing ratio. Vary the assumptions and watch the plan adjust!
COACHING GUIDANCE
The CAM System also contains a unique coaching feature that displays suggestions from Dr. Barry Alberstein, which are a result of over 30 years of industry consulting. Dr. Alberstein has personally analyzed over 20,000 monthly activity and production reports from both new and experienced producers. His coaching practice includes numerous MDRT, Court of the Table, and Top of the Table members. The CAM System includes much of his proven coaching guidance that identifies possible problems and recommends practical solutions. It’s like having a built-in personal coach!
Pricing for The CAM System™
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The CAM System for a single producer and an assistant is $360 per year. click here to order now
For pricing information for multiple users (producer groups through enterprise level) call Career Activity Management at 360-371-7470 or 360-371-7600. |
View the management video below:
(Note that many additional features have been added to the new web based version that do not appear in this video)
The CAM System for Management from Barry Alberstein on Vimeo.
The Career Activity Management (CAM) System™
(Management information) 
The CAM System™ offers a powerful new paradigm for field force management. It provides an unprecedented level of information allowing professional management of the producer and a complete practice management system for the producer. It truly can be the producer's Career Navigator. The ultimate solution for off-site management.
Roll-up reports for online viewing:
- Individual or group activity and production
- Individual or group Inventory & follow-up reports
- Producer case details and case notes
- Producer goals, work plans and progress
Call for information: 360-371-7470 or 360-371-7600 |
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