8.5″ x 11″ wire-bound 12 Month Annual Planning Calendar for January-December, 1″ thick, Blue wraparound cover with gold foil stamping.
Looking for the custom NYLIC Productivity Planner? After 20 years…it is the end of an era! However, management did welcome us to offer our PRACTICE MANAGER™ Planner in its place…to accommodate those Agents who like to use paper in conjunction with technology to maintain and build their client base. Hundreds of NYLIC Agents have already ordered the PRACTICE MANAGER™ Planner! It looks and feels most like your custom version with the same colors and similar sections and has been used across the industry for decades.
Which SAMBook® Planner is best for you?
$45.00
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.
