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
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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 Numbers Game
Let SAM Suite® help you WIN the Game every day!
(Starting at $200/year.)
What You Get:
What’s the Cost? Zero! Here’s What You Get:
Free Subscription to SAM Suite Limited: Gain access to the resources and power of SAM Suite, our digital and web app, risk-free for 21 days. After signing up below, you will be granted access to SAM Suite Limited to set goals and keep core of your high-payoff activities.
21 Days of Best Practices and Motivation: Daily guidance and actionable steps to build the right habits for success.
Proven Strategies for Success: Learn how to easily set goals, track activities, control the controllables and make success a habit. (Including a winning formula from JOE JORDAN!)
What Can I Expect?
Each week has a different theme and is designed to build on the last and ensure immediate progress toward your goals. You will get an email each day and a digital scorecard to easily measure and monitor your top three sales and prospecting activities.
