The Stephen and Kevin Show

#119 How to Stay Top-of-Mind with Prospects


Listen Later

Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today.


Learn how to stay in front of these future clients using:

  • Strategic email newsletters
  • Social media engagement tactics
  • Targeted remarketing ads
  • Timely event invitations
  • Well-timed calls during market shifts


We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.


If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.


Don’t forget to subscribe for more financial advisor marketing strategies that work.


LEARN MORE: www.oechsli.com


OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm


FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

=============================

Table of Contents:

=============================

0:00 - Personal Stories

6:05 - What are periodics?

10:45 - Organizing periodics

15:35 - Event marketing

18:30 - Personal touchpoints

...more
View all episodesView all episodes
Download on the App Store

The Stephen and Kevin ShowBy Oechsli

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

30 ratings


More shows like The Stephen and Kevin Show

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,364 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

226,832 Listeners

Spittin Chiclets by Barstool Sports

Spittin Chiclets

20,237 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,998 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

Dateline NBC by NBC News

Dateline NBC

47,886 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

5,950 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,236 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,546 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

738 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners