AAMS Planner™ for Waddell & Reed Advisors
The Advisor Activity Management System (AAMS) Planner is designed to work in conjunction with the web-based Advisor Activity Management System.
item: 210WRA13
$32.00
Both have been customized for the Waddell & Reed to help you focus and maximize your revenue producing activities. This planner allows you to formulate your goals for the year and enables you to track your results each month, each week, and each day. The AAMS Planner is more than just a calendar book; its a scorecard, productivity and coaching tool Custom designed to help Waddell & Reed Financial Advisors manage their weekly activity and capture the data to be inputted into the electronic Advisors Activity Management System that will be used along with this planner.
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.
