productivity.

September 13, 2021

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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May 2, 2021

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…

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February 17, 2021

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…

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February 12, 2021

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,…

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January 7, 2021

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…

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December 17, 2020

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…

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