productivity.
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…
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…
A Financial Advisor’s Guide on How to Develop a Referral System for Clients
You’re on your way home from work, and when you stop for gas, you decide to go inside and pick up a…
Your Marketing “To Do” List
I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff,…
How to Stay Productive While Working from Home
Working from home impacts each person differently. Some become more productive because they have more control over their work environment. Others may…
What is Your Professional Education Worth?
The only way to keep growing as a person and as a financial advisor is to continue your professional education. Recently, I’ve…
