In episode 30 we tackle three questions from our audience.
- How does an advisor shift from cold prospecting tactics to warm?
- How can you use LinkedIn groups to gather luncheon attendees?
- How do I communicate and position our firms new robo-advisor platform to my clients?
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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