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
At Oechsli, we've talked a lot about client events - what to do, why to do them, and some tips to help you get started. For Episode 113, Stephen and Kevin cover 20 unique client event ideas. Check out the episode to get inspired for your next event and learn why frequent activities with clients are so beneficial for your business. 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 - Intro 09:40 - Client Event Ideas 27:52 - Best Practices 30:33 - Concluding Remarks
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
