85 episodi

Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. 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

The Stephen and Kevin Show - Oechsli Institute - Financial Advisor Research - Affluent Marketing Stephen Boswell and Kevin Nichols - The Oechsli Institute - Financial Advis

    • Investimenti

Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. 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

    #86: Questions to Qualify CPAs

    #86: Questions to Qualify CPAs

    Some CPAs will be great partners, others will not.  How can you tell the difference in the two, without coming across too brazen?  In this podcast, we'll share tips for financial advisors who want better partnerships with CPAs.  These questions, as part of a solid relationship building effort, will help you set the right foundation for referral reciprocity. 
    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

    • 15 min
    #85: Today's Digital Affluent

    #85: Today's Digital Affluent

    Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and online search now impacts everything from first impression to first interactions and from advisor selection to deepening relationships.
    The Oechsli Institute conducts ongoing research to determine how investors with $500,000 or more in investable assets use emerging technologies in their interactions with financial advisors. The findings are insightful in general, but even more so when viewed through a generational lens. In this study, we split participants into three age groups (Under 45, 45-65, and Over 65).
    In this podcast, we'll share some of our most interesting findings. 
     
    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

    • 19 min
    #84: 9 Words to Never Use in Sales

    #84: 9 Words to Never Use in Sales

    There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kill your positioning, make you seem pushy, or showcase a sales-first mentality.
    Not only should these words be avoided in sales scenarios, they should be avoided in talks with clients, team members, and centers of influence as well. All of these perceptions matter.
    Here they are…the words to avoid, an explanation of why they’ve made our list, and some things to say instead...
    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

    • 14 min
    #83: LinkedIn Sales Navigator

    #83: LinkedIn Sales Navigator

    In this Episode of the Stephen and Kevin Show, we talk about LinkedIn Sales Navigator.  Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content, and engaging more meaningfully. If LinkedIn once felt stagnant compared to Facebook and Instagram, it’s a different animal now. 
     
    When it comes to outbound prospecting, it’s hard to find a better tool than the upgraded version of LinkedIn, which they call Sales Navigator. It provides better search functionality, helps you organize your contacts more effectively, and alerts you to life and business changes that could mean money in motion. All great stuff for financial advisors looking to proactively market themselves on LinkedIn. 
     
    The problem? Sales Navigator is packed with features and can be confusing. It feels like a totally different social network, which means yet another learning curve for financial advisors. We’ve gotten so many questions recently on this topic, so we thought we’d share a few insights to help you get the most from this ever-evolving sales tool.  Here are the three tips we cover:
    Save prospects, clients, COIs, and competitors as “leads.” Reach out to prospects who’ve posted in the past 30 days Once you find a good prospect, use the “find similar” tool to find even more.  
     
    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

    • 14 min
    • video
    #82: I Already Have an Advisor

    #82: I Already Have an Advisor

    In this episode of the Stephen and Kevin Show, we talk about how to handle the situation when a prospect tells you, "I already have an advisor."  Remember, this is an acceptable answer.  Most of your potential clients do already have advisors.  Many of them really like their advisors. 
    Our goal isn't to "overcome this objection."  Our goal is to keep the door open.  Things change...if their financial advisor ever retires or slips up, you'd like to be the first professional who comes to mind.  
     
    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

    • 15 min
    #81: Letting Go to Gain Control

    #81: Letting Go to Gain Control

    You might read the title and assume we’re suggesting that you be less involved in your business. Hardly the case. We want you to be more involved, but with the highest-impact activities possible. Too many advisors are stuck in day-to-day routines that are counterproductive. Our message is about letting go to gain control. In this episode, we'll cover three ways to make that happen…
    1 - Let go of always being right
    2 - Let go of always being in the middle
    3 - Let go of the status quo
     
    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

    • 14 min

Top podcast nella categoria Investimenti

Gli ascoltatori si sono iscritti anche a