The Practice Manager™ AXA
This versatile planner can be used by all Agents/Advisors. It is the only planner in existence that enables producers to track activities and income from all financial products (including plans sold and fees)!
item: 107PM13-AXA
$25.60
With columns for tracking appointments scheduled for the current week this planner enables you to track your held ratio weekly. There is also a separate tracking section for "Other Appointments" so you'll be able to track the total amount of face time, a key barometer to your success.
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.
