2023 Productivity Planner

$41.00
Print
Out of stock
SKU
1660023
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Please contact customer service at 800-543-0874 to check the availability of the 2023 OCS Planner.

The Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion.

The Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion. 

Your annual planner will help you with:

  • Annual goal setting process – create a time-tested plan proven to deliver results.
  • Monthly planning process –month-at-a-glance format ensures you stay on track with required weekly and daily activities.
  • Weekly client-building activities – focus on the activities that will make a difference in growing your client base, and your production levels.
  • Production records – effortlessly chart results and monitor progress toward meeting monthly and annual goals.
  • Monthly “Success Manual” spreadsheets – a convenient way to record and track your qualified suspects, closing interviews, business submitted to your carriers, and cases opened.
  • Daily and Monthly Business Expenses pages – keep expense records organized and readily available for expense reports or tax purposes.

Additional Information
SKU 1660023
Book Option Print
Publication Date December 5, 2022
ISBN 9781954096653
Page Count 0
Author Al Granum
Edition 2023
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Julia D. Alonzo

Julia D. Alonzo is a senior counsel in the Litigation Department of Proskauer Rose LLP with a focus on securities and corporate governance litigation. She is experienced in complex civil and securities matters and parallel proceedings, including shareholder derivative lawsuits, federal securities class actions, internal investigations, and Securities and Exchange Commission investigations.