Stephen Boswell and Kevin Nichols of The Oechsli Institute talk birthdays.  Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual occasion.

Have a question?  Ask on Twitter or Instagram using #AskStephenAndKevin.

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 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