How To Improve Your Financial Advisory Business One Week At A Time
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