Act4advisors

I’m curious about this as well.  And what about Outlook?

I use outlook.  Seems to work well as a day-planner, alarm, and email.

I'm using an excel spreadsheet I developed to manage my pipeline.  It works pretty nice, and I'm way ahead of schedule.  I have a pretty bar chart that I use to measure my AUM, assets in pipeline, etc... versus my goals.  As soon as I know assets don't have a good likelihood of materializing, I move them to my notes out of the pipeline field.

What I like the most is it organizes contacts by the follow up date.

It's nice to be on top of my whole pipeline for once.

Ace

Ace, could you give me more info on how you’ve set up your outlook? Specifically in terms of contacts. Thanks.