Stephen and Kevin Show Episode 4: DIY Investors, Facebook Settings, Last Minute Halloween Ideas

It's the Halloween Edition. Check it out - don't be scared.  We cover how to prospect do-it-yourself investors, how to select the right Facebook privacy settings, and offer some last minute Halloween tips for advisors.  Enjoy!  And check out our podcast on iTunes.

 

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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