Episode 17 - Sarah - Financial Wholesaler - podcast episode cover

Episode 17 - Sarah - Financial Wholesaler

Dec 08, 20211 hr 13 minTranscript available on Metacast
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Episode description

Simplify Your Strategy – Magnify Your Results Podcast

During 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.

Sarah is a financial wholesaler who took on a new territory almost 4 years ago after some time in a different type of job. About two years into her new territory, the pandemic shut things down. She had been familiar with the Pillar System through training I had done for her company and we decided it was time to get together and figure out her weekly strategy going into the new year. We identified the following pillars during our call:

  • Schedule 15 meetings for the future
  • Prospecting 30/30/6
  • Update and Review Opportunity List x 2
  • 5 TOM points
  • 60 Min Building VAR strategies
  • 30 Min Planning Events
  • 60 Min Product Knowledge and Positioning

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