Resource Materials
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
- Broken Windows Theory
- Lion Tamer Metaphor
- Hotel Analogy
- LEADERSHIP Tips by Rudy Guiliani
- SAM System Intro PowerPoint
SAM Reading List:
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)
- Starter Kit for the SAM System — Producer
- Starter Kit for the SAM System — Leader
- 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
Sales Activity Manager:
Practice Manager:
