Our research shows that financial professionals have happier clients and bring in more business when they've expanded their client relationships beyond just a business component.
This requires getting social with clients, which can be a challenge if they live far away. In this episode, Stephen and Kevin answer a question from the audience and give simple strategies for staying engaged with long-distance clients.
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@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.