grow finance practice.
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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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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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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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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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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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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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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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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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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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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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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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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…