Business Activity Manager™ for
Ameriprise Financial
One of our two original productivity tools, the Business Activity Manager designed exclusively for the Personal Advisors of Ameriprise Financial (since 1994), is completely customized and used by Advisors across all Market Groups.
item: 201AP13
$32.00
It is geared more toward P1, but is popular across P2 as well. By focusing on the Key Advisor Tasks, we've incorporated the categories and forms you need to make your practice a success! *Proprietary materials can only be displayed to licensed representatives of the company for which this planner was specifically customized.
Trademark Layout
- Goal Setting pages to help you clarify what you want to achieve, why and how.
- Week-at-a-Glance pages that enable you to post your goals, keep score of your high-payoff activities and optimize time and results.
- Business Management section containing pipeline tracking forms, sales records, scorecards and more.
