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Stephen and Kevin Show Episode 53: Simple Strategies for Engaging Long-Distance Clients

Getting social with clients can be a challenge when they live far away. Here's how to stay engaged with them despite the distance.

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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.

Have a question for the show? Use #AskStephenAndKevin on Twitter or Instagram. 

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Listen to the podcast.

 

@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.

 

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