The Stephen and Kevin Show

The Stephen and Kevin Show


#88: Prospecting in Volatility

March 27, 2020

In the newest episode of The Stephen and Kevin show, we discuss how financial advisors can market themselves in volatile times. It takes a careful blend of empathy and assertiveness. How are you reaching out to clients, prospects, and centers of influence?

About the Podcast

Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients.

Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting

Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582

Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boome