Episode 13 - Sam – Financial Wholesaler

Simplify Your Strategy – Magnify Your Results Podcast

On each episode Brian Margolis helps entrepreneurs, sales pros and other professionals create a simple weekly strategy using The Pillar System. A system that's helped multiple individuals become 7 figure earners and is licensed by some of the largest companies in the world to help their teams grow through simplification Some episodes have a 2nd part where Brian helps guests review and refine their initial pillars and solidify the CAP strategies they can use to turn pillar execution into a habit.

Sam is an experienced financial product salesman (wholesaler) who calls on financial advisors. He is also a former client of mine. He reached out to me because he is starting a new job, in a new territory with a new product. In order to get him up and running, we identified the following pillars during our call:

·        Prospecting 85/85/30/5

·        Reach out to 3 COIs/Warm Market Advisors

·        Update and Review Opportunity Report x 1

·        1 Hour Working on VAR Strategies

·        30 Min Learning Prospecting Techniques

·        30 Min Updating Database

·        30 Min Working on Product Story

To hear other episodes go to https://productivitygiant.com/simplify-your-strategy-magnify-your-results-podcast/