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Terry Talks

*These talks are for professional use only.

Peerless Practice Profile Workbook

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Ideal Client Workbook

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Dreaming Big

By Terry Newman, Regional Director
Lincoln Financial Advisors

As a lifelong, very proud Chicagoan, the name Daniel Burnham became known to me early in life. In fact, it was because of him and not Frank Lloyd Wright that my first love was architecture. Ok, my first love was actually Heidi Meyer, but architecture would be a mainstay in my life long after the memory of that first kiss Ms. Meyer bestowed upon me by the vending machines in the Museum of Science and Industry had waned. The irony of the setting in which that first kiss took place was not immediately known to me. I had no knowledge that Burnham’s hand had literally formed the building around me where puppy love took root. I only knew that I loved being in that building. At that moment. And that Ms. Meyer smelled really good.

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Becoming Peerless

By Terry Newman, Regional Director
Lincoln Financial Advisors

Becoming peerless isn’t easy. If you have heard me speak, you will undoubtedly know that I have long contended the financial services industry has unwittingly conspired against advisors becoming peerless due to how we are baptized into the business. It’s not anyone’s fault. We are simply creatures of habit because, at our core, we are survivalists. Let me prove this to you before we delve into the process of becoming peerless. It’s important that we begin with a cognitive clean slate.

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The Promise of a Peerless Practice

By Terry Newman, Regional Director
Lincoln Financial Advisors

I had just hung up the phone with a longtime financial planner friend of mine who had spent over a decade at his firm. During the course of our conversation, he lamented that the time had come for him to leave his current employer. Management turnover, ever-increasing amounts of paperwork, and an erosion of supportive corporate culture were all defining obstacles to a harmonious future for him.

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