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

  • May 24 2024
  • Length: 45 mins
  • Podcast

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

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  • Summary

  • 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
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Leadership Management Marketing Economics Personal Finance
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