Info

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 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
RSS Feed
The Stephen and Kevin Show
2021
September
August


2020
November
August
March


2019
December
November
September
August
July
June
April
February
January


2018
August
July
May
April
January


2017
December
November
September
July
June
April
March
January


2016
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October


Categories

All Episodes
Archives
Categories
Now displaying: September, 2019
Sep 6, 2019

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:

  1. Save prospects, clients, COIs, and competitors as “leads.”
  2. Reach out to prospects who’ve posted in the past 30 days
  3. 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

Sep 6, 2019

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

Sep 6, 2019

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 controlIn 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

1