grow finance practice.
Set the Appointment
The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only set appointments…
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…
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…
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…
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….
How Is Your Closing Process?
How’s your closing process? As I’m sure you already know, technical knowledge of your craft, although necessary is far from adequate to…
Marketing Support for Wealth Managers: A Step by Step Guide
The United States economy is still roaring back from the Covid-19 pandemic. The stock market’s performance in the first 100 days of…
Website Essentials for Financial Advisors
People use several factors to judge your professionalism. They consider what you wear, how you speak, and what your business cards look…
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…
Changes for More Productive Client Review Meetings
Client review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then…
New Year ‘Magic Pill’ for Financial Advisors
As I talk with Advisors from all over the country and around the world, I continue to be convinced that a big…
Are you tired of all of the political ads? Learn the lessons for your practice instead….
As I sit here, inundated with political ads. I remember several months ago recommending to all of my clients to give some…
4 Myths of the COVID Mindset
Around March 2020 it became clear that the world was entering what has repeatedly been described as an unprecedented situation. The news…
3 Things Financial Advisors Can Do to Go from Survival to Success
We ( financial advisors ) tend to view success as a binary system where you either succeed or you fail. Like many…
