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#102 Takeaways From Our Recent Travels

#102 Takeaways From Our Recent Travels

Released Tuesday, 5th July 2022
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#102 Takeaways From Our Recent Travels

#102 Takeaways From Our Recent Travels

#102 Takeaways From Our Recent Travels

#102 Takeaways From Our Recent Travels

Tuesday, 5th July 2022
Good episode? Give it some love!
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With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel.For episode 102 of the Stephen and Kevin show, the gang sits down to give some valuable perspective on travel and different anecdotes they've picked up from financial advisors along the way.

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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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