MIAMI — “The other night I was at a wine bar with a friend when I ran into someone from my MBA program who I hadn’t seen in years,” commented Stephen, as he attempted to put his thoughts into context. “I...
Don't mess with Dez. | Copyright Tom Pennington, Getty Images
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John Oliver’s 21 minute comedic rant on the problems with retirement plan service providers was entertaining but none of the information was new to financial services industry professionals. What caught our attention was the 4 million...
Ever completed a workout, then glanced in the mirror? Most of you probably have—and the results from that one workout were unnoticeable (how depressing). But results require consistency and a certain level of patience. That said, you don...
When done correctly, story telling can be a highly effective way to connect with prospects. Stories go beyond pitching features and benefits. Instead, they help us connect emotionally with prospects and build trust through transparency...
We recently launched a podcast/YouTube show driven by actual questions from financial advisors. For lack of a better name, we call it The Stephen and Kevin Show. Our objective with the show is to bring advisors REAL value and engage directly with...
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
It's no secret wirehouse advisors are exiting, and exiting fast. With a new era of investing upon us predicated on unpredictable volatility and tightening from the Department of Labor (DOL) with an embrace of fiduciary responsibility...
In episode 30 we tackle three questions from our audience...
