entrepreneur.
Constructing Your Marketing Parthenon
When it comes to marketing, the key is to be really good at all the tactics and the individual pieces. These are…
Always Be Marketing
So, where should you start? Think of it like this: “You have an MBA, but really you were an ABM first.” Always…
Goal Setting for Your Practice
Everyone wants to have a successful practice. The issue arises when you ask someone what they mean when they say “successful”. The…
50 Different Ways to Create New Clients Part 1
Lee Milteer (00:09): Everybody, this is Lee Milteer, and I’d like to give you an introduction to one of my favorite people…
The Skill of Scanning
The first ‘secret’ of the skill of scanning is that it’s unnecessary to read, study, understand, and master every topic. Instead, find…
Your Biggest Challenges?
As I’ve reiterated before, while talking with many business owners and dedicated many painstakingly long hours of research and interviews, I’ve found…
Found Money
“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had…
Financial Advisors as Entrepreneurs
If you’re a financial advisor that is carving out a career on your own, you need to become entrepreneurial. There are some…
Recommendations to My Financial Advisor Coaching Clients You Can Use
Recommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I…
9 Tips Wealth Managers as Entrepreneurs Need to Know
Wealth management is one of the most lucrative career paths that you can pursue. This is especially true for those who decide…
New Year: Same but Different
We all know about setting New Year’s Resolutions. It’s obvious how those resolutions work out for most. In more normal times all…