SAM INC. Founder releases new book:

BIG GOALS…Short Deadlines

video-placeholderhoverimage

Free Downloads

Please click on the images below to download the PDF.

Why Keep Score?

sales-numbers-game
Keeping Score is a chore…so Why Keep Score? Let’s take a look at what could happen if you do!

Frequently Called Numbers

frequently-called-numbers
This is your rolodex A - Z. This will allow you to keep track of all your frequent contacts if you prefer to write them down.

Frequent Contacts List

frequent-contacts-list
This will provide you with a location to record all the contacts you reach out to the most in one location.

Memory Jogger List

memory-jogger-list
This will provide you with a list of all aspects of your life from Hobbies to your Centers of Influence where you can ask for Referrals within your network.

Mileage & Expense Records

mileage-expense-records
This will provide you with a location to record miles driven for appointments and any expenses related to them for each month of the year.

Money In Motion Questions

money-in-motion
This will provide you with a list of leading questions to ask clients and prospects in an attempt to gain referral opportunities…Probing Questions.

Travel Information

travel-information
This will provide you with a list of the most common hotels and airlines (including phone numbers, websites and account info) to contact them.

Have I got NEWS for you

igotnews
For seven years, I have been meaning to finish an article about how I got rid of my lower back pain and summarize it in a way that would be easy for people to remember.

The TEN Commitments

tencommitments
Leaders have a duty to follow through on promises, to do the best, be their best, and bring out the best in others. They have a responsibility to build confidence, and to provide a clear road map and guidance.

Succeed on Purpose

succeed
Holding people accountable creates a win for everyone

Five Little Words

fivelittlewords
They may be just five little words, but they are five of the most powerful words

The Power is in the Concept

8.5x11x0.25-MAG03
The Power of Activity Management…is in the Concept

Business Activity Manager™ for Ameriprise

ameriprise-cover
The Business Activity Manager designed exclusively for the Personal Advisors of Ameriprise Financial. Download the Planner Getting Started Guide.

SAM70 Planner

getting-started
This Guide is meant to be a support items for our 102SAM70 planner. This is the smaller planner we offer which is similar in size to an IPad. Download the Planner Getting Started Guide.

555 Leadership Planner™

555-cover
The 555 Leadership Planner is designed to help you stay on task, take action toward your goals and measure your effectiveness. Download the Planner Getting Started Guide.

S.A.M. for Multi-Line Professionals

ML-cover
The Sales Activity Manager for Multi-Line Professionals is more than just a calendar book, it's a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry. Download the Planner Getting Started Guide.

Practice Manager™

practice-cover
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)! Download the Planner Getting Started Guide.

S.A.M. for Insurance & Financial Services Professionals

IFSP-cover
The Sales Activity Manager for Insurance and Financial Services Professionals is more than just a calendar book, it's a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry. Download the Planner Getting Started Guide.