Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com
You never know what to expect when prospecting in social circles. Affluent prospects, like people in general, come with a rainbow of personalities. Some are polite, others are obnoxious, while still others...