entrepreneur.

June 23, 2022

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…

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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…

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October 3, 2021

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…

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September 13, 2021

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…

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May 2, 2021

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…

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April 2, 2021

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…

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March 17, 2021

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…

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March 15, 2021

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…

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March 3, 2021

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…

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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…

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March 1, 2021

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…

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