productivity.
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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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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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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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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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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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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…