grow finance practice.

June 16, 2022

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…

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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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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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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 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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July 1, 2021

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…

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June 22, 2021

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…

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April 1, 2021

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…

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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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January 7, 2021

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…

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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…

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October 30, 2020

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…

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September 22, 2020

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…

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September 13, 2020

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…

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