2024 PRACTICE MANAGER™ for Agents & Advisors (107PM24)

Product Specs

8.5″ x 11″ wire-bound 12 Month Annual Planning Calendar for January-December, 1″ thick, Blue wraparound cover with gold foil stamping.

This unique sales planner was created for Agents and Advisors who also measure financial planning and fees in their practice.

Which SAMBook® Planner is best for you?


Product Description


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)! 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.

How to use the SAM PLANNER®

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.