The only Success Management Tool/Saas of-it's kind built by and for Financial Services & Sales Profession

SAM Suite is a digital sales tool and SaaS (Software as a Service) that will empower you every day to control the direction of your business and become the best you can be! It is goal-oriented, easy- to-use, tiered, customizable, and it synchronizes across your Desktop, Laptop, and Mobile devices.

What the Tool Does for You


Manage & Mesure Your Activity


Control the Controllables


Focus on the Actionable Metrics


Let the low of averages take care of the rest.

SAM Suite® empowers you to create and execute your own daily game plan . . . so you can WIN the Numbers Game every day.

How? It incorporates Sales Activity Management best practices proven to help build financial services/sales careers for decades into a digital tool that is Goal-oriented, Easy-to-use, and Customizable.

The ideal success management and business-building tool for new or experienced Agents/Advisors, Firms and Home Offices that positively impacts Recruiting, Onboarding, Productivity and Retention.

Sales is a Number Game

Let SAM Suite® help you WIN the Game every day!

(Starting at $200/year.)