Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods

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?

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

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Listen to the podcast.

 

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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