Episode 3 – William – Financial Advisor – Call 1: Weekly Strategy Creation (Pillar Identification)
Update: 2020-10-07
Description
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/
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