Stephen and Kevin Show Episode 2: Paul Sullivan Interview, Twitter Prospecting, and Firing Your FA

Listen in for our interview with Paul Sullivan from the New York Times, a discussion on using Twitter as a prospecting tool (hint - you should) and the top reasons why affluent investors leave their financial advisors. Questions for our next episode? Use #AskStephenAndKevin on Twitter.

 

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

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