Sales Activity Management
CEO & Founder
Loyal Member Since 2002
132 Maple Row Blvd., Suite 530
Hendersonville, TN, 37075
SAM helps Agents/Advisors stay focused, organized, disciplined, and develop the right habits to achieve their GOALS…and Managers are better able to coach, develop talent, lead, and build a positive, high-performance culture.
Sales Activity Management named and pioneered the Activity Management industry to inspire and empower Agents/Advisors to succeed and Managers to lead….and to make a difference in this noble profession. How? By providing custom tools and resources that help you spend time wisely and achieve your goals…by helping you manage your Sales Activities, because you cannot (literally) manage Time. It is the Secret of How.
NAIFA members receive a 10% discount on all planners and a copy of "The Common Denominator of Success." Simply use promo code: NAIFA10 when you checkout.
100% Agencies and Financial Security Champions can order customized planners for their agents/advisors that include the NAIFA logo and their company logo on the cover.
NEW OFFERING: Sales Activity Management Everyday Excellence
SAMusa has joined forces with Joe Templin, loyal member since 1998 to introduce the SAM Everyday Excellence, or SAMEE. SAMEE is an email subscription to help you have higher quantity and quality activity to track. Every business day you will receive an email to help guide and grow your business so that you can become the financial professional you have the potential to be and climb that mountain of success.
NAIFA members receive one-month of SAMEE for free.
Simply use promo code: NAIFA1monthSAMEE when you checkout.