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#101 5 Takeaways From Our 2022 Affluent Research

#101 5 Takeaways From Our 2022 Affluent Research

Released Tuesday, 14th June 2022
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#101 5 Takeaways From Our 2022 Affluent Research

#101 5 Takeaways From Our 2022 Affluent Research

#101 5 Takeaways From Our 2022 Affluent Research

#101 5 Takeaways From Our 2022 Affluent Research

Tuesday, 14th June 2022
Good episode? Give it some love!
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Oechsli has long been known for the research we conduct on the affluent. In this episode of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from our 2022 Affluent Research Report.

https://www.oechsli.com/

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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 prospectingQuestions for our next episode? #AskStephenAndKevinwww.oechsli.com800-883-6582Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer

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