Alberstein Consulting - Achieving Independence by Focusing on the Controllable

Introducing

The All new web based Career Activity Management (CAM) system™

The wait is over!  Finally a complete practice management system that manages activity, inventory and relationships. The Career Activity Management (CAM) System™ allows you to get organized and take control. This web based system contains everything you need to manage a successful practice:

> A web based user friendly system that allows both  “scientific” analysis AND management of your practice

> A complete range of reports, analytical tools and charts.

> Set and track activity and production goal progress

> A complete view of your activity, production, inventory and efficiency on one page

> A Unique & powerful inventory control system – Track and move cases through the sales cycle

> Case follow-up lists by date range

> View data in table or graphic form

> Runs on any web enabled device including the Apple ipad.

> "What-If" activity and production calculators

> Comprehensive coaching tips from Dr. Alberstein.

> Export/Import Microsoft Outlook, Excel, Adobe PDF & CSV files

> Complete illustrated program help guide book

 

 

 

Available Now!

Questions?

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OUR Products

 

The Career Activity Management (CAM) System™

The Career Activity Management (CAM) System™ is a web based, complete practice management system that will allow you to analyze and manage your practice by tracking goals, activity, production, inventory and relationships. It provides a complete range of reports, analytical tools and charts; everything you need to organize and maximize your practice. Exchange information with your assistant or marketing team.

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the completely web based version of the cam system is here! -----This enhanced program will run on any web enabled device including the iPAd! ----- You will definitely want to see this.

New Web Based features

Add unlimited inventory categories to track cases and product sales

New pipeline report to track sales cycle progress

new recurring follow-up reminders

Automatic Mapping and driving instructions

single assistant can support multiple advisors

runs on ipad and all web enabled devices

interactive coaching help

Activity and inventory can be rolled up to marketing team or authorized coach or management

 

 

 

 

2016 Productivity Planner

The OCS Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results.

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Building a Financial Services Clientele - 11th edition

With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level.

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Managing Through the One Card System

A new book that provides step-by-step instructions for managing one or many financial representatives using the One Card System, the most successful practice management system.

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One Card System - Starter Kit

Everything you need to succeed with the One Card System in identifying prospects and turning them into long-term loyal clients who turn to you as their trusted advisor.

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