Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

17/01/2024 45 min
Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

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Episode Synopsis

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 … Continue reading Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis →

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