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Speakers

Brian Margolis

Simplify Your Strategy, Magnify Your Results!

Helping Wholesalers & Advisors Run a Better Business

Your team needs more than great ideas and new skills, they need a strategy.

Brian shows wholesalers and financial advisors how to use the Pillar System to turn their skills and resources into a weekly strategy so simple, it fits on an index card. A strategy that cuts through the clutter and helps your team move toward clarity, simplicity and most importantly results. He also shows organizations how to leverage these simple strategies to increase transparency and accountability between producers and managers.

Additionally, Brian shares the strategies he’s used for years to turn multiple wholesalers into top earners. He does this with training on running an intentional wholesaling business, turning value-add resources into sales, and writing emails that advisors respond to.

Wholesaler Programs

  • The Index Card Business Plan: Simplify Your Strategy, Magnify Your Results (45-90 minutes)
  • The Index Card Business Plan Part 2: Executing on Your Weekly Strategy (45-90 minutes)
  • Turning Value-Add Resources into Sales (VAR Strategy) (45-90 minutes)
  • Running an Intentional Wholesaling Business (1/2 Workshop)
  • Writing Emails That Advisors Respond To (Internal and External Wholesalers) (1/2 Workshop)
  • The Index Card Business Plan Workshop (1/2 Workshop)

Advisor Programs

  • The Index Card Business Plan: Simplify Your Strategy, Magnify Your Results (45-90 minutes)
  • The Index Card Business Plan Part 2: Executing on Your Weekly Strategy (45-90 minutes)
  • The Index Card Business Plan Workshop (1/2 Workshop)

Brian spoke at our region’s retreat last summer and the response from the advisors was great.
What he talks about is critical to running a successful practice and thinking like a business owner.
I look forward to having Brian back again.
Brett V. Storrar – CFP Premier Franchise Consultant – Ameriprise Financial

At BMO Global Asset Management, we partnered with Brian to conduct a training workshop for our entire multi-distribution sales team at our recent National Sales Forum. His program was overwhelmingly well-received by everyone and the highest rated session among all speakers.
John Killeen – Managing Direct, Head, Intermediary Distribution BMO Global Asset Management Canada

Brian is an expert at simplifying the sales process and maximizing results. We’ve invited him back multiple times to speak at our wholesaler trainings.
Jeff Welday – National Sales Director Invesco

Brian teaches sales professionals how to block out the everyday distractions by determining what “Pillars” need to be achieved consistently each week to drive sales results. It is a straightforward way to determine if your activity is just making you feel busy or truly driving results. His system has helped several people on my teams reach new sales records.
2018: Greg – National Sales Manager – Multi line financial services company

Brian spoke at an event I sponsored for 55 financial advisors. The Index Card Business Plan – Pillar System was well received and gained me access to almost every advisor in the room. I am currently working with a team on building Pillars and they have done over $6 million in production to date!
Jake Saba – Regional Director, Partner Multi-Funds

I’ve been fortunate enough to have Brian give his Index Card Business Plan – Pillar System presentation to my advisors on several occasions. Not only does he draw a crowd, but the events have opened doors to new relationships and business with some of the top advisors in the area.
David – Wholesaler

I had the opportunity to hear Brian train at our national sales meeting and I found his strategies
and approach so compelling we are now offering the Pillars training to our entire sales force.
Several salespeople at our firm began to work with Brian Margolis and implementing his Pillars
and VAR strategies. The proof was in the pudding as their sales results have improved.
Sandra Ottinger Manager – Sales Development and Education Invesco

Great job yesterday! The session was immensely useful for the team and was very thought-provoking about how they are not only approaching their email messaging but their sales conversations as well. They all need to stop sounding like marketing brochures!
Heidi – Head of Internal Sales

Brian’s system to help sales professionals improve productivity and sales results is simple and effective. If your goal is to improve results I highly recommend the Pillar system.
Jake Griffith – President & Director of Sales Arrow Funds / ArrowShares

A Partial List of Clients in the Financial Services Industry

  • Bank of Montreal (BMO)
  • Invesco
  • Hartford Funds
  • Inland Securities
  • Protective Life
  • Sammons Retirement Solutions
  • Edward Jones
  • Ameriprise

Wholesaler Audio Training – Topics Include:

  • Running an Intentional Wholesaling Business (Parts I, II, III, IV)
  • Intentional Follow up
  • Simplify Your Strategy – Pillars for Wholesalers
  • VAR Strategy for Wholesalers
  • How Wholesalers Can Stay Relevant
  • Asking for the Business
  • Writing Emails Advisors Respond To

Wholesaler Audio Training

 

 

 

Travels From:  New Jersey
City: Voorhees
$5,000 and Under

Biography

Brian Margolis is a former environmental scientist turned entrepreneur. He is the founder of ProductivityGiant.com and author of the book “The Index Card Business Plan for Sales Pros and Entrepreneurs: How to Use the Pillar System to Simplify Your Strategy and Magnify Your Results

He has been a partner or consultant in multiple ventures ranging from startups to national brands. He has worked with everyone from Shark Tank entrepreneurs to Fortune 500 companies. Both his accomplishments and failures span a variety of industries.

He currently resides in South Jersey with his wife, twin daughters, and lineup of large and small pets.

Presentations

Most wholesalers have plenty of sales training, but what they need is a strategy.

This talk outlines how wholesalers can use the Pillar System to boil their complicated and overwhelming business down to a weekly strategy so simple, it fits on an index card. A strategy that helps them cut through the clutter and move toward clarity, simplicity and most importantly results.

Designed to be given after the Index Card Business Plan, this training details the mindset and strategy of turning the execution of your weekly strategy into a habit. Specifically, how to develop a Custom Accountability Program that works with an individual’s personality and strengths.

Despite the considerable resources used to develop value-add programs for advisors, most wholesalers are unable to “weaponize” them (i.e., turn them into sales).

This talk shows wholesalers how to use value-add resources to get meetings with top advisors and turn value-add programs into ongoing business. Additionally, it shows wholesalers how to develop their own value-add resources.

This workshop shows wholesalers how to run their territory like a business instead of just doing things because “that’s the way they’ve always been done.” It’s an in-depth workshop based on the audio series of the same name.

Topics covered include intentional goal setting, monitoring, scheduling, meetings, asking for the business, prospecting, positioning follow-up as a service and effective messaging.

Despite the number of emails being written by both internal and external wholesalers, most of them have never learned the most basic direct-response copywriting skills.

This workshop breaks down how to write emails that get responded to and how to incorporate them into a system to consistently prospect for new advisors. It includes an interactive component to create emails in real time. Additionally, it discusses how to incorporate phone, mail and social media prospecting.

An extended version of the talk with the same name, this workshop adds a longer interactive component.

During the session, I help individual wholesalers use the Pillar System to develop their strategy in front of the group. Additionally, it dives deeper into turning the execution of their weekly strategy into a habit.

Most advisors have plenty of practice management training, but what they need is a strategy.

This talk outlines how advisors can use the Pillar System to boil their complicated and overwhelming business down to a weekly strategy so simple, it fits on an index card. A strategy that helps them cut through the clutter and move toward clarity, simplicity and most importantly results

Designed to be given after the Index Card Business Plan, this training details the mindset and strategy of turning the execution of your weekly strategy into a habit. Specifically, how to develop a Custom Accountability Program that works with an individual’s personality and strengths.

An extended version of the talk with the same name, this workshop adds a longer interactive component.

During the session, I help individual advisors use the Pillar System to develop their strategy in front of the group. Additionally, it dives deeper into turning the execution of their weekly strategy into a habit.

Areas of expertise

  • Financial Advisor Training and Coaching
  • Sales and Business Skills
  • Time Management/Productivity
  • Wholesaler Road Shows
  • Wholesaler Training Programs
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