Oechsli
The Stephen and Kevin Show
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. Oechsli (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 clien...
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Episódios
#2: Paul Sullivan Interview, Twitter Prospecting, and Firing Your FA 16.10.2015 23:58
Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss review meetings with Millennials with special guest Paul Sullivan from the New York Times, prospecting using Twitter, and the top reasons affluent investors leave their financial advisors. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Gui...
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