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.
If you would like to follow up with Brian Margolis, shoot him an email.
Key Takeaways From This Episode:
A simple weekly strategy can help financial advisors improve their productivity and achieve their goals.
Focusing on the right things and prioritizing activities that provide the biggest return on investment is crucial for success.
Effective messaging and choosing what to get better at can significantly improve an advisor's effectiveness.
Implementing a simple weekly strategy can lead to significant growth or a more streamlined business for a better work-life balance.
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