How To Improve Your Financial Advisory Business One Week At A Time
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Show Notes
Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize activities that provide the biggest return on investment.
Resources Mentioned In This Episode:
- Brian's previous episode of the Modern Financial Advisor Podcast way back in 2019.
- Brian's Book - "The Index Card Business Plan For Sales Pros and Entrepreneurs"
Chapters
00:00 Introduction and Background
04:24 The Importance of a Simple Weekly Strategy
09:07 Focusing on the Right Things for Maximum ROI
28:57 Common Pain Points and Symptoms
31:20 Differentiating Between Being Good and Being Successful
39:05 Success Stories and Implementing the Simple Weekly Strategy
45:10 Conclusion