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YOUR BUSINESS VISION

A Business Vision Statement is a clear statement of what an advisor wants their business to look like in the future, i.e. 1-5 years. It can be stated in terms of size, reputation, prominence and/or production.

PRODUCTIVITY GOALS

Productivity Goals are production levels or outcomes for a specific time period, usually for a Month, Quarter or for the Year, that will ultimately help the advisor achieve their Personal Mission and Business Vision.

ACTIVITY GOALS

These goals are the activities you execute that are your business drivers. Advisors should choose them based on their own goals, experience and priorities.

Ready to jumpstart your ability to effectively use the SAM Tools and Concepts? SAM University is your source for learning about the empowering concept of Activity Management and the SAM Tools that bring it to life. Click the button below to enroll and get started.