72 minutes | Oct 7th 2020

Episode 3 – William – Financial Advisor – Call 1: Weekly Strategy Creation (Pillar Identification)

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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 2Ask for 1 IntroductionSend 3 Non-Sales Touches30 Minutes Working on Effective Messaging1 Hour Marketing ResearchPlan the Week3 Hours of Door KnockingReach out to 1 Center of InfluenceTo hear other episodes go to https://productivitygiant.com/simplify-your-strategy-magnify-your-results-podcast/
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