Financial adviser retention
Catch the new adviser who's stopped prospecting in week three, not week seven.
You can't promise them a good first year. You can see who's gone quiet at 3 days, keep their target within reach and sit down with them while it still helps.
30 minutes. You choose the day and the time.
- It shows you who to talk to.
- The talk is still yours.
| Name | This week | Why they're on the list | What you can do |
|---|---|---|---|
| Rachel Lim | 0 points | Quiet: no entry for 4 days | Nudge, or open their card |
| Aaron Teo | 3 points | Behind pace | Nudge, or open their card |
| Siti Rahman | 9 points | Trending down on the last 30 days | Open their card |
| Marcus Ong | 14 points | On pace | Send a cheer |
The Needs you today list for an agency's new advisers, with made-up names.
The resignation
You usually hear about it when they resign
The first year is mostly rejection. A new adviser stops prospecting and tells you it's fine, because admitting otherwise feels worse. You've got a team to run, and they don't shout. By the time the numbers say so, they've already decided.
01Quiet weeks
See who's gone quiet, at 3 days and at 7.
A new adviser who stops logging has often stopped prospecting. No entry for 3 days puts them on Needs you today, ahead of anyone who's only behind, and 7 days flags them again. Nudge them from the list, or open their card.
- A nudge rings their bell in the app
- Anyone on leave drops to the bottom
- Their file shows the last two weeks
- Wei Ling GohNo entry for 3 days3 daysFlagged again at 7
- Farid IsmailOn leaveDrops to the bottom
02Their target
Keep each new adviser's target tied to their own pledge.
A target set by the top performer's numbers is one they'll stop looking at. Theirs comes from their own yearly goal and case size. On the board, it's their pledge points at a bar you pick from 20% to 80%, less leave and Singapore public holidays. Each week reads Hit, Miss or On leave.
- The bar you pick applies to everyone on the view
- Only they and you see the target on the board
- Bar at 30%A 32-point pledge needs 9.6 points3 overStarts here each time you open it
03Their progress
Show them their own progress on the weeks with no close.
Most of a first year is weeks with no case, and those weeks still need to count. A Set earns a point and an Opening earns 3. One entry in a week keeps their streak going, and leave weeks don't break it. Biscuit, the corgi on their screen, reacts to the week's logging.
- Their streak marks 2, 4, 8, 12, 26 and 52 weeks
- Their count sits beside their points on the board
- Daniel Tan, Week 4Milestone reached: 4 weeks
- Daniel Tan, Week 5A bad week, one entry. Streak kept.
- Daniel Tan, Week 6This week: 21 calls logged6 weeks
- Daniel Tan, Week 8Next milestone
- Farid Ismail, Last weekOn leave. His streak isn't broken.
041:1s
Start their 1:1 with their last two weeks, not 'how's it going?'
"It's fine" is the usual answer, so start from the numbers. The card fills in their last two weeks against their pledge, their streak and what you asked them to do last time. Your notes go on their coaching sheet, and they get a read-only copy.
- Share a booking link with your coaching hours
- The AI chat can prep the 1:1
- Last two weeks31 points, then 18
- Streak6 weeks
- Last timeBook 5 demos: done. Call the old list: not done
- One focusCall the old list before the next 1:1
05How they are
See who's had a rough couple of days.
If you use the daily mood check-in, you see each person's face for the day, and a flag at two rough or low days in a week. You see the face only, never their note. Weekly check-ins ask your own questions, and you get an email when one's filed.
- Five faces to pick from
- A week grid for each person
- The district can read weekly check-ins
- Wei Ling GohMon Low, Tue Rough, Wed Low3 rough or low days: flagged to the top
- Farid IsmailMon Okay, Tue Good, Wed Okay
- Daniel TanMon Good, Tue skipped, Wed Okay
- Priya NairMon Great, Tue Good, Wed Good
06Lessons
Open each module a set number of days after they start.
Three PDFs on day one don't get read. Build a course, or start from the onboarding template, and open each module a set number of days after each person starts. It goes to your whole agency or district, and each person moves through it from their own start date.
- Video, reading, quizzes or text practice
- See progress and quiz scores
- A finish-by date locks nothing
- Module 1, Day 1Video lessonOpen
- Module 2, Day 8Reading and a quizOpen: she's on day 9
- Module 3, Day 15Text practiceOpens on day 15
Goes well with
See the quiet new adviser while it still helps.
Bring the new adviser you're worried about.
30 minutes. You choose the day and the time.
Before your next new adviser
Questions about new advisers' first year
Nothing can promise that. It shows you who has gone quiet and how they're doing, and what you do next is yours.
No. You can see their numbers and their coaching sheet, and add your own notes.
No. It covers joining, first courses and their weekly activity.
The app doesn't tell them, so tell them yourself when you turn the check-in on.
It's one tap per call or appointment. If they don't, you'll see that too, and that's the conversation.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.