SAM 555 LEADERSHIP PLANNER
The 555 Leadership Planner is designed to help you stay on task, take action toward your goals and measure your effectiveness. Even SAM University is designed with you in mind, based on how you want to learn. Do you want to Watch it – Read it (online) – Print it (to reference later)?
Some of feature of this book include trademark layout, appropriate for newer agents and advisors, goal setting and business planning pages, and much more! Ensure that you review centers of influence & strategic alliance lists – One way of upgrading your clientele is to systematically work on developing Centers of Influence (C.O.I.) who can refer you “up” to markets with greater potential. These are often Attorneys, Accountants, Trust Officers or influential business people. Review the quantity and quality of your list. Your Monthly Work Plan should include further identification and contact. Use your “Will Do’s” sections to prompt your contact. You can also print the guide by CLICKING HERE.