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.
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!