Practice Masters Products

Seminar/Office
Management System

If you use seminars as your primary prospecting technique, this software package will change your practice for life. Most people who conduct seminars simply pick a date and work at trying to keep their cost down, hoping for the best. At the end of the seminar, they are so busy meeting prospects and closing sales that record keeping is the farthest thing from their mind.

With the Practice Masters Seminar/Office Management System Software, you will be able to quickly and easily determine:

  • The fixed and variable cost of the seminar, as well as what percentage of your gross revenue was allocated to the expenses of the seminar
  • How much you earned both gross and net per seminar attendee
  • The conversion rate of attendees and clients
  • What type of seminars are profitable in YOUR practice

This software was designed by Richard Parker, a top industry producer for a decade and a half. Richard brings real world knowledge to the table. He knows what producers face while prospecting and how to run an efficient practice.

Easy to Use

First you walk through a seven screen, self explanatory wizard set up with sales-based questions (not technical mumbo-jumbo). Then your Seminar/Office Management System Software will have stored data that is pertinent to you and your practice alone. Once configured, the program only needs to be maintained with the input that changes from seminar to seminar such as: the cost of your room rental, refreshments, meals, and other variable costs. With only minutes of input for a seminar, you will have a detailed breakdown of not only if you were profitable, but how profitable you were. Once you have this data, you can adjust your expenses and income to make you and your practice as profitable as possible. It is that simple.

Advisor Profile Setup Wizard
 

Money Back Guarantee

As with all of our sales tools, we offer an unconditional money back guarantee. If you integrate the Seminar/Office Management System Software into your practice and your seminars are not more productive, simply return the disk. We will gladly give a 100% refund of your purchase price, no questions asked.

Simple and To The Point

Most software programmers make programs so complex that the average user utilizes less than 30% of the features. An example would be the Windows operating system. After years of operating the system, most people still do not understand all of its capabilities. Richard Parker designed this package using his uncanny ability to take complex sales related problems and distill them to their most basic and logical elements. Because of this approach, you will clearly understand every input screen. Implementation into your practice will take only minutes, but the end result will be more information than the average financial planner ever has in evaluating their seminar prospecting program.

  • Know your seminar expenses.
  • Know what you net.
  • Know how to make your efforts more profitable.

Quantity 

For more information please call 1-800-677-8664 or email us at info@practice-masters.com.