SAM FINANCIAL SERVICES PLANNER

The Sales Activity Manager for Insurance and Financial Services Professionals is more than just a calendar book, it’s a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry. 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)?

WATCH IT

Welcome to the latest in learning technology! We have developed a video tutorial for your convenience. This single video contains all the lessons you’ll need to watch to learn your SAM Planner, but it is indexed for your convenience.

READ IT

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.

THE INTRO

BUSINESS PLANNING

WEEK AT A GLANCE

BUSINESS MANAGEMENT

LEARN MORE ABOUT SAM

To learn more about Sales Activity Management CLICK HERE.

OUR PRODUCT TRAINING

If you want more information about training on our products – CLICK HERE.

ORDERING SAM PRODUCTS

If you’d like to order SAM Products, you can ORDER HERE.