The Stephen and Kevin Show

The Stephen and Kevin Show


#61: What to Do When a Prospect "Ghosts" You

January 08, 2018

Most financial advisors know what it feels like be "ghosted," or ignored, by a prospect. If you're scratching your head as to why they've ghosted you or how to best follow up, then check out this episode. Stephen and Kevin discuss various strategies for bringing those opportunities back to life, plus they give each other some New Years Resolutions.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

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 boomer