Your Business is Begging You to Let Go
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. Here are […]
Values Check – Getting the Most from Life
Every one of us is challenged with getting the most out of life. For years I’ve used a series of Beliefs and Values in coaching as they’re helpful in both recognizing and using our talents to the best of our abilities. It’s important to start at the beginning and determine what’s really important to you. […]
How to Remember Names
11:57 When you’re out expanding your network as a financial advisor and meeting new people, you’ll quickly notice the importance of remembering […]
Client Education as a Differentiator
When we ask financial advisors about their “Differentiators,” we often hear about client service, investment process, and financial planning. Essentials for sure, but also bragged-on to a point where they don’t exactly distinguish you from the competition. Everyone, from the newest advisor to the most grizzled veteran, claims to do these things at a high […]
20-Minute Financial Advisor LinkedIn Routine
14:03 When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the […]
Raising Your Client Gift Giving Game
15:30 Our data is clear on the power of relationship-building. When you humanize the financial advisor / affluent client relationship, you tend […]
7 Tips for Effective LinkedIn Messaging
18:00 In this episode of the Stephen and Kevin Show, we offer 7 tips on how to effectively message prospective clients […]
15 Truths of Elite Wealth Management Teams
Are you interested in working with today’s affluent? If your answer is yes, good luck if you’re not part of (or in the process of developing) a well-oiled Wealth Management Team. Which is, along with the need for succession planning, why the entire industry is focused on forming teams. We’ve been researching wealth management teams […]
How to Quiet that Little Devilish Voice of Doubt in Your Head
Let’s face it, we all have that little devilish voice of doubt that from time to time, elevates its volume. Whether it’s on the golf course attempting a 5 foot putt, going on a long group bicycle ride that you know will be faster than you usually ride, or asking your neighbor to introduce you […]
I’m Sorry, What Was Your Name Again?
By Stephen Boswell and Kevin Nichols | @stephenboswell | @kevinanichols Our research on advisor marketing consistently points to Social Prospecting as an effective strategy for client acquisition. But the truth is, it’s not easy for everyone. It takes a lot of work and relationship building. When you’re out expanding your network and meeting new people, you’ll quickly notice the […]
