8.5″ x 11″ wire-bound 12 Month Annual Planning Calendar for January-December, 1″ thick, Dark blue wraparound cover with gold foil stamping.
105 in stock
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. 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. Please contact us at 1-800-254-4726 to arrange to see the sample pages upon confirmation of company affiliation. Trademark Layout
The SAM Planner is like no other tool you’ve ever used. You’ll start by setting goals to ensure that you’re clear on what you want to achieve, why, and how you’re going to get there. Make sure to give this section the attention it deserves—be specific and honest about where you want to be and what you’re willing to do to get there. Our Planner will help hold you accountable.
Once you’ve defined your goals, you’ll move into the meat of the planner: Week-at-a-Glance pages that turn your personal business goals into a scorecard that keeps your eye on the prize and gives you the tools you need to optimize your activities for the greatest return.
In the Business Management section, we share detailed pipeline tracking forms to follow your customers from the prospect stage, through the initial client stage, and all the way through to a successful client relationship. The video to the left introduces you to each section of the SAM Planner. Check it out to learn in detail what it’s like to use the SAM Planner to transform your business.