Practice Development Planner™
The Practice Development Planner uniquely addresses the needs of an experienced producer looking to take their practice to the next level.
item: 106PDP13
$32.00
It has a greater emphasis on quality of activity (versus quantity) centering around the four cornerstones of practice development: self, client, business and market. This one-of-a-kind tool also has our annual business planner built-in, including quarterly reviews, and will help veterans move forward in an organized, thorough and professional way.
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.
