Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Brian Margolis is the Founder of Productivity Giant, creator of The Pillar System, and author of the book The Index Card Business Plan for Sales Pros and Entrepreneurs. His mission is to help advisors simplify their business so they can earn more by focusing on less.
During this high-content webinar, financial advisors will learn how to use Brian’s Pillar System to develop a weekly strategy that’s so SIMPLE, it can fit on an index card … yet so POWERFUL, it’s helped create multiple 7-figure earners and is now licensed by some of the largest companies in the world.
Brian’s system is currently being used by top advisors to:
- Run a simple, intentional, more lucrative practice
- Gain clarity and reduce overwhelm
- Stop being reactive all day
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ABOUT YOUR HOSTS
Bill Cates, CSP, CPAE, works with 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, 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 3 bestselling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals gives you the word tracks and scripts to become appropriately proactive for quality introductions. He is the founder of The Cates Academy for Relationship Marketing™, was named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast – now ranked in the Top 5% of podcasts worldwide.
Brian is a former environmental and fisheries scientist turned entrepreneur. He is the creator of The Pillar System and author of the book “The Index Card Business Plan for Sales Pros and Entrepreneurs”. His client list ranges from individual sales reps to Shark Tank entrepreneurs and Fortune 500 companies.
His 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 sales teams.
Brian has been a partner or consultant in multiple ventures ranging from startups to national brands. He has worked with everyone from Shark Tank entrepreneurs to Fortune 500 companies. Both his accomplishments and failures span a variety of industries.
