Advisor Retention: Changing the Game

Tier 25’s mobile software platform for on-boarding and developing new advisors helps managers condition new and emerging financial professionals to the prospecting and selling habits that ensure their success.

Designed exclusively for the Financial Services Industry, Tier 25™ is a game changer for New Advisors, and an invaluable tool for Field Managers to enhance the coaching experience provided to their team. Modeled after GAMA Hall of Fame inductee John Baier's 25-Point System, Tier 25™ provides what no CRM or business productivity tool offers – a seamless, easy-to-use mobile application built to create engagement across the organization. With customized goal setting, real-time activity tracking, and gamified progress reports to fit your organization, Tier 25™ is the Fitbit® for Financial Professionals.


Daily Activity Tracking at the Touch of a Smartphone


Real-Time Monitoring for Field Managers


Customized Activty Goals based on your own Production Goals and Sales Effectiveness