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Ep. #56 – A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis
It’s not an accident that productivity and proactive start with the same three letters.
Pro can mean for and forward. I’m all for moving forward, how about you?
If you’re like most advisors, there are days where you feel very productive and know that you are moving your business forward. You probably have other days (too many?) where you’re simply being reactive. You’re doing things you know you need to do, but those days don’t often feel as rewarding.
Is it possible to go from a reactive practice to a proactive practice?
Is it possible to decrease your time working, while simultaneously increasing your revenue?
In this episode, Referral Coach Bill Cates interviews Brian Margolis, Founder of Productivity Giant and author of “The Index Card Business Plan.”
Brian and Bill explore the power of using pillars to maximize financial advisor productivity. Brian explains the three categories of pillars and shares strategies for overcoming internal resistance. He also emphasizes the importance of focus management and shares real-life success stories of advisors who have implemented The Pillar System.
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Bill and Brian discuss:
- The three pillars essential for financial advisor proactivity: activity/consistency, learning/effectiveness, and strategy.
- How to identify skills with the highest ROI – so advisors can make intentional choices related to focus and skill development.
- The role of support staff in helping advisors maintain the right habits for success.
- The concept of focus management, which emphasizes the need to protect and manage one’s mental energy.
- Real-life case studies of success where established advisors have transformed their businesses by focusing on specific pillars adapted to them – including one advisor who doubled their yearly AUM growth while working one less day per week.
- The value of the “Friday night feeling”, indicating the satisfaction of completing key tasks as a reliable measure of success
- …And more!
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About Our Guest
Brian Margolis is a former environmental scientist turned entrepreneur. He is the founder of ProductivityGiant.com and author of the book “The Index Car Business Plan for Sales Pros and Entrepreneurs”
Brian’s Pillar System helps sales pros and entrepreneurs create a strategy so simple, it fits on an index card…but so powerful it’s helped create 7-figure earners and has been licensed by some of the largest companies in the world to train their teams.
Brian has been a partner or consultant in multiple ventures ranging from startups to national brands. He has worked with everyone from SharkTank Entrepreneurs to Fortune 500 companies. Both his accomplishments and failures span a variety of industries.
In addition to his above work, and appearances on some of the largest business and sales podcasts in the world, he is still in the trenches having done thousands of individual coaching sessions with sales pros and entrepreneurs.
Connect With Brian Margolis:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
