<p>This week, Stephen and Kevin discuss one of their most valuable lessons - how to take a social contact and turn that into a business opportunity. You're in luck - they almost decided to keep these tips to themselves!</p>

This week, Stephen and Kevin discuss one of their most valuable lessons - how to take a social contact and turn that into a business opportunity. You're in luck - they almost decided to keep these tips to themselves!

#95: Turning Social Contacts into Business Opportunities

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

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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

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#95: Turning Social Contacts into Business Opportunities

#95: Turning Social Contacts into Business Opportunities

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