Most financial advisors know someone socially who they'd love to have as a client. But when it comes to social prospecting, they typically aren't strategic enough to close.
In this episode, Stephen and Kevin dive into a particular social prospecting technique—the 'Dramatic Approach.' They do a little role-playing and suggest language that you can use with your own social contacts.
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@StephenBoswell is president of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the chief operating officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.