Alberstein Consulting - Achieving Independence by Focusing on the Controllable
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
Other Endorsements:
"Since our introduction of the CAM System in December, 2009, we have experienced a significant and consistent increase in advisor retention. Our fourth year retention has grown from 22% pre-CAM to 47% today (2014). Put simply, we can now hire 16-18 people each year and assume that half will stay.
The half that has stayed is invariably the group that has been the most engaged in the CAM System and adopted the habit of daily usage. We have had NO terminations from anyone using the CAM System at or above 50 points per month. CAM was a long term investment that has paid increasing dividends and will soon pay much greater profits as those advisors develop to impact the "top line.'
Murray Parks, CFP, CLU, ChFCFreedom 55 Financial
Regional Director, Toronto
London Life
"CAM has proven to be a great tool for our agency, truly field-centric, highly logical and easy to use. Built by people who really understand our industry, they also know how to provide exceptional customer service. I can recommend it without hesitation. "
Kelly Kidwell,
President/CEO
Pacific Advisors, Guardian Life Ins.Co.
" In true measurable hours, I can easily say that the CAM system saves me 4 hours of work each week. This, of course, allows me to focus on what really drives my revenue...being in front of a prospect/client or working to get in front of a prospect/client.
Randy Black
Financial Advisor
MassMutual
"The Albersteins have developed a one of a kind activity tracking tool for agencies. It also tracks case progress from prospect inflow through the entire sales cycle. I believe this tool is a game changer for leadership as well as agents"
C. Richard Weylman
"The CAM System has proven to be the perfect tool to help me develop and coach my agents. I have "real time" information on their activity and inventory so I can see what they are doing well or where they may need improvement....I wholeheartedly endorse and recommend the CAM System whether you are an agent or running an agency."
More
Thomas P Hajny, CLU, ChFC, CFP
Managing Partner
Cornerstone Financial, Ameritas
"Our agency implemented the CAM System and the results have been excellent! The CAM System has allowed our producers to organize their prospects and business activities, and at the same time allows our management team to access useful reports for our coaching and study groups."
John Natoli, CFP, CLU, ChFC, CMFC,
General Manager
Capstone Partners, MassMutual
"The CAM system has solved my practice succession problems. It allows me, my successor and our staff to communicate and coordinate where we are on every case. We love it."
Connie Tyson,, CLU, CFP, RHU
Partner Tyson Schaub + Wilson
Principal Financial Group
"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,
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 Financial Network
"The CAM System has changed the way we manage our new associates. It has helped them to keep focused on the right behaviors necessary to succeed in the business.....with clarity and confidence."
Joseph DiLeo
General Agent, MassMutual
"I made Million Dollar Rountable for the first time in 2012, and I couldn't have done it without the CAM System."
Rey Marquez
Ameritas
"Before using the CAM system I was concerned that business was falling through the cracks and I was missing out on sales. With the CAM I am able to keep track of my prospects and inventory and follow up in a timely manner. The CAM system has increased my production and truly been a lifesaver for my business. The Albersteins know the financial services industry and the CAM is a direct result of that insight and understanding."
Betty Schuster, CFP
President's Circle producer
Principal Financial Group
be sure to view the videos
Questions?
Need more information about our products? Give us a call or send us an email. We would love to answer any questions you might have.
Contact us
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.
For pricing information or to order, call Career Activity Management at 360-371-7470 or 360-371-7600.
CAM System Overview from Barry Alberstein on Vimeo.
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™
|
For pricing information or to order, 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 |
|