Resource Library

Free Downloads

• PROMISE — 7 Top Reasons to be in the Financial Services Industry (printable download)
• Ten Commitments of Successful Leadership (list only)
• SAM System At-a-glance

SAM Reading List:

• Broken Windows Theory
• Lion Tamer Metaphor
• Hotel Analogy
• LEADERSHIP Tips by Rudy Guiliani
• SAM System Intro PowerPoint

Available for Purchase

• What's in it for me? — Agents/Advisors
• What's in it for Managers?
• PROMISE — 7 Top Reasons to be in the Financial Services Industry (full color on card stock)

Sales Activity Manager:

• Starter Kit for the SAM System — Producer
• Starter Kit for the SAM System — Leader

Practice Manager:

• Starter Kit for the SAM System — Producer
• Starter Kit for the SAM System — Leader
• Ten Commitments of Successful Leadership (booklet)
• SAM Process Card — full size
• SAM Process Card — pocket size