Synergy Marketing Organizer

As a financial service professional things can get pretty busy. Would you rather trying to schedule a time to review your expenses trying to figure out what you spent where and how effective it was, or would you rather snap a picture real time click a few buttons and have it done for you? Synergy Marketing would rather you spend time being in front of clients and prospects, increasing your skill set and spreading the word about the the features and benefits of customized financial plans. That's why we developed our Synergy Marketing Organizer. It's so simple to use and it only takes a few seconds so you can guarantee yourself that you never leave an expense out for your internal tracking purposes. You simply keep doing what you are currently doing to invest in growing your business as you have been, snap a picture of the receipt or paid invoice for particular expense, tell the program what category of expense that was and click a button to send it to our office... BOOM... you have now have not only instantaneously helped yourself track an expense but now you have the Synergy team on board to help you map out your expense habits as it compares to top advisors and even help you get marketing reimbursement from our carrier partners!