financial advisor.

April 22, 2022

Bad Ideas

  I’ve discussed the WSJ article about Merrill’s new training program and their move away from “cold calling.” It’s interesting. And it’s…

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October 6, 2021

Is Your Marketing On Target?

Are you “All over the Place” with your Marketing Efforts? All over the place. Having talked with a bunch of financial advisors…

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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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October 1, 2021

How More Frequent Check-ins Can Drive Growth

When you’re looking for ways to grow your practice, checking in with existing clients isn’t the first thing that comes to mind….

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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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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…

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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…

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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…

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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]….

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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…

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September 9, 2021

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…

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September 8, 2021

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….

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September 1, 2021

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…

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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…

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August 2, 2021

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…

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