Advisor Wealth Mastery Team.
Create High Volume New Client Flow While Managing Time Effectively
Lee Milteer (00:09): Hi, everybody. This is Lee Milteer, and I’d like to give you an introduction to one of my favorite…
Effective and Unique Direct Mail for Financial Advisors with Travis of 3D Mail
STEPHEN OLIVER (00:02): We are recording. I’ll introduce myself, briefly. Stephen Oliver, financial advisor, wealth mastery advisor, WealthMastery.com. I have a very…
Effective Facebook and LinkedIn Advertising with Kate and Tanner from LinkedSelling
STEPHEN OLIVER (00:00:00): Hey. Hi, Stephen Oliver here again, I want to introduce you to Kate and to Tanner who are both…
Effective Referral Systems for Financial Advisors with Stephen Oliver
Lee Milteer (00:00:00): Hi, everybody. This is Lee Milteer, and I’d like to give you an introduction to one of my favorite…
Financial Advisor Live Q & A
Mindi Godfrey (01:13): (silence). Hey. You guys are both muted. Suzanne Krasna (01:15): Oh, okay. I’ll unmute. Mindi Godfrey (01:17): [inaudible 00:01:17]….
Key Elements for Financial Advisors to Grow their Practice Dramatically
STEPHEN OLIVER (00:00:02): Hey there, Stephen Oliver again, with Financial Wealth Mastery, advisorwealthmastery.com. I’m joined by Jeff Smith. And Jeff, you’ve got…
Referral Systems for Financial Advisors and Wealth Managers
Lee Milteer (00:09): Everybody, this is Lee Milteer, and I’d like to give you an introduction to one of my favorite people…
Financial Advisor Lead Follow Up & New Client Sales Process
Lee Milteer (00:09): Everybody, this is Lee Milteer, and I’d like to give you an introduction to one of my favorite…
Zoomed Out
OMG, have you every been COMPLETELY “Zoomed out?” Well, hell I’m just totally zoomed out. You know what I mean I’m sure….
Hack Away the Unessential.
Hone in to the essence of what you do Just a short note today. Trying to take most of the week…
How Client Feedback Can Help Grow Your Practice
If you search the internet for ways to grow your financial advisory practice, there’s no shortage of results. There are numerous lists…
Get inside the Conversation “Going on in their Head”
– Don’t be afraid of having and opinion and being Polarizing Get inside the Conversation “Going on in their Head” In the…
Keep the “Main Thing the Main Thing”
I talked to an advisor last week and he said something strange to me. I really don’t want to ‘Target my marketing…
Watch What Everyone Else Is Doing & Do the Opposite
Watch what everyone else is doing, and do the opposite. For, I guess 20 years more or less I’ve worked with Dan…
The Importance of Being Human When You’re a Financial Advisor
As a financial advisor, your goal is to appear well-informed and competent. Both are attributes anyone would want to see in the…