))
Episode 3 – William – Financial Advisor – Call 1: Weekly Strategy Creation (Pillar Identification)
Manage episode 273935192 series 2802271
Content provided by Brian Margolis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Margolis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Call 1: Creation of Simple Weekly Strategy (Pillar Identification)
William changed careers to become a financial advisor 4 years ago. His problem is that he puts a plan in place to grow his business, but when he doesn’t see results, he quickly changes directions. A pattern he repeats over and over. After reading my book, he realized he needs to figure out the right things to do each week, but just as importantly, stick with them long enough to see results. Listen as we identify the following pillars heavily focused on acquiring new clients:
- Review Opportunity Sheet x 2
- Ask for 1 Introduction
- Send 3 Non-Sales Touches
- 30 Minutes Working on Effective Messaging
- 1 Hour Marketing Research
- Plan the Week
- 3 Hours of Door Knocking
- Reach out to 1 Center of Influence
To hear other episodes go to https://productivitygiant.com/simplify-your-strategy-magnify-your-results-podcast/
18 episodes
Share
