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#114 COIs That Don't Refer

#114 COIs That Don't Refer

Released Tuesday, 7th May 2024
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#114 COIs That Don't Refer

#114 COIs That Don't Refer

#114 COIs That Don't Refer

#114 COIs That Don't Refer

Tuesday, 7th May 2024
Good episode? Give it some love!
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If you're not getting referrals from your COIs, is it time to move on? Or are there ways to rekindle the relationship?

For Episode 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.

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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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