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
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 shiftsWe 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 (http://www.oechsli.com/)OUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWk (https://bit.ly/3qJ8UWk)Oechsli Social Content - https://bit.ly/3qM2vd2 (https://bit.ly/3qM2vd2)Oechsli Digital Ads - https://bit.ly/3AhXuvE (https://bit.ly/3AhXuvE)Oechsli Video - https://bit.ly/3GRsFAA (https://bit.ly/3GRsFAA)Oechsli Newsletters - https://bit.ly/3tHbTQY (https://bit.ly/3tHbTQY)Oechsli Websites- http://bit.ly/2KUw04w (http://bit.ly/2KUw04w)Oechsli Podcasts - https://bit.ly/3NgddRm (https://bit.ly/3NgddRm)FOLLOW US ON:Instagram: https://bit.ly/3KtYvpi (https://bit.ly/3KtYvpi)Facebook: https://bit.ly/3GQ8rXT (https://bit.ly/3GQ8rXT)LinkedIn: https://bit.ly/33C6e3Z (https://bit.ly/33C6e3Z)=============================Table of Contents:=============================0:00 - Personal Stories6:05 - What are periodics?10:45 - Organizing periodics15:35 - Event marketing18:30 - Personal touchpoints
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
