2018 Practice Manager™ (107PM18) | Sales Activity Management

2018 Practice Manager™ (107PM18)

Rated 5.00 out of 5 based on 1 customer rating
(1 customer review)



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.

In stock

Bulk discounts


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.

User Guide

Download PDF


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5 out of 5 stars

1 review

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What others are saying

  1. 5 out of 5 Practice Manager Planner

    Rick (verified owner)

    Best Planner Ever

    (0) (0)

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