Client List

More then 55,000 clients


American General • Ameriprise Financial • AXA Equitable • Bankers Life • Farm Bureau • First Command • Genworth • Guardian • John Hancock • Kansas City Life • Knights of Columbus • MetLife • Monu- mental Life • New England Financial • New York Life • Northwestern Mutual • Ohio National • Principal Financial • Prudential • Securian • State Farm • UnitedHealthcare • Waddell & Reed • and more!
Testimonials

We've recommended their custom productivity planners to thousands who are using them daily. They are the best we've ever seen!
-Kinder Brothers International

The eScoreBoard is simple to use for Reps or Managers, can make a dramatic impact on accountability and production and is perfect for managing satellite offices."
-Harry Hoopis, Managing Partner, Hoopis Financial Group

Their tools are a "must" have for any manager who wants to drive results."
-Patrick Mead, Executive Vice President, AXA Advisors

The eScoreboard has been a critical component in managing our high-activity firm, conducting monthly sales builders and continuing our aggressive growth rate.
-Paul Blanco, Managing Director, MetLife

Your planners and eScoreBoard are the best way to effectively manager newer agents, multiple offices and maximize results.
-Tom Schirmer, CEO, Delaware Valley Financial Group

The game has changed in our industry and the days of just saying "you have to make more phone calls" are gone. The eScoreBoard helps me with surgical precision to identify and implement a fix when necessary to help advisors succeed.
-Steve Anderson, National Sales Manager, Waddell & Reed

The eScoreBoard and Practice Manager planners give us the tools that we need in order to provide the necessary leadership to help our associates build their business.
-John Passananti, Executive Vice President, AXA Advisors

The eScoreBoard is incredible, and a large part of why we're up again this year."
-Steve Worthy, Managing Director, John Hancock

This planner is the most powerful tool I have ever had as a manager to manage my agents!
-Ken Gallacher, Regional Director, America National

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