The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#66: Why and How to Build Business Rapport

Posted May 30, 201800:11:44

Many sales professionals are wary of social prospecting—mostly out of fear of alienating their friends. However, you can bridge the gap between personal...

#65: 3 Tips for Your Proposal Meetings

Posted April 16, 201800:12:20

If you’ve held proposal meetings with more than one decision maker, then you understand that they have a completely different energy compared to 1-on-1...

#64: Maximizing COI Referral Credit

Posted April 16, 201800:14:06

Sending business to other professionals can be an asset to your business, but you have to send something in order to get anything in return. In this...

#63: Do You Have a Phantom Pipeline?

Posted April 16, 201800:14:44

Every financial advisor should keep their pipeline current. However, in addition to staying on top of your pipeline, it's important to focus your strategy...

#62: The #1 Activity Financial Advisors Should Track

Posted January 15, 201800:10:42

Every financial advisor has their unique strengths, weaknesses, & opportunities, but differences aside, there's at least one activity everyone should...