
Sign up to save your podcasts
Or


If you prospect in social circles, then you understand the fear of coming across too salesy. It's not that you don't want to sell—you just want to do it the right way. In this episode, Stephen and Kevin discuss a plethora of ways financial advisors come across salesy.
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 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
By Oechsli4.4
3030 ratings
If you prospect in social circles, then you understand the fear of coming across too salesy. It's not that you don't want to sell—you just want to do it the right way. In this episode, Stephen and Kevin discuss a plethora of ways financial advisors come across salesy.
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 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

3,213 Listeners

947 Listeners

285 Listeners

4,461 Listeners

2,026 Listeners

1,048 Listeners

463 Listeners

2,120 Listeners

917 Listeners

244 Listeners

1,567 Listeners

113 Listeners

351 Listeners

132 Listeners

151 Listeners