Stephen and Kevin Show Episode 69: The Power of Questions with David Patchen Aug 24, 2018 Raymond James’ David Patchen shares his insights into how to ask prospects the right questions. The Case for Advisor Checklists Aug 23, 2018 Checklists are about embracing a culture of quality and discipline. Stephen and Kevin Show Episode 68: How Long Does It Take to Close a Prospect? Aug 09, 2018 Understand how the affluent select an advisor. Google Analytics Crash Course for Financial Advisors Aug 09, 2018 Honing in on the three data points most likely to help guide your business decisions. Squash Prospect Objections Before They Arise Jul 26, 2018 The secret is to put yourself in the prospect’s shoes and take preventive measures. Why You Should Strengthen Relationships Between Clients Jul 12, 2018 Hosting events to get your clients together will only strengthen and deepen their connection with you. You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The Case for Advisor Checklists Aug 23, 2018 Checklists are about embracing a culture of quality and discipline.
Stephen and Kevin Show Episode 68: How Long Does It Take to Close a Prospect? Aug 09, 2018 Understand how the affluent select an advisor. Google Analytics Crash Course for Financial Advisors Aug 09, 2018 Honing in on the three data points most likely to help guide your business decisions. Squash Prospect Objections Before They Arise Jul 26, 2018 The secret is to put yourself in the prospect’s shoes and take preventive measures. Why You Should Strengthen Relationships Between Clients Jul 12, 2018 Hosting events to get your clients together will only strengthen and deepen their connection with you. You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Google Analytics Crash Course for Financial Advisors Aug 09, 2018 Honing in on the three data points most likely to help guide your business decisions. Squash Prospect Objections Before They Arise Jul 26, 2018 The secret is to put yourself in the prospect’s shoes and take preventive measures. Why You Should Strengthen Relationships Between Clients Jul 12, 2018 Hosting events to get your clients together will only strengthen and deepen their connection with you. You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Squash Prospect Objections Before They Arise Jul 26, 2018 The secret is to put yourself in the prospect’s shoes and take preventive measures. Why You Should Strengthen Relationships Between Clients Jul 12, 2018 Hosting events to get your clients together will only strengthen and deepen their connection with you. You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
Why You Should Strengthen Relationships Between Clients Jul 12, 2018 Hosting events to get your clients together will only strengthen and deepen their connection with you. You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
You Didn’t Wake Up Today To Be Mediocre … Right? Jun 28, 2018 Tips to light your fire through those going-through-the-motions days. The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The Stephen and Kevin Show Episode 67: Five Tips to Spice Up Your Website Jun 14, 2018 Your website plays a huge role in a prospect’s first impression of you and your firm. How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
How Well Do You Know the Affluent Sales Cycle? Jun 14, 2018 Take this quiz to test how well you know affluent prospects. The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport Jun 07, 2018 Bridge the gap between personal and business discussions by asking the right questions. Load More first previous … 7 8 9 10 11 12 13 14 15 … next last Load More
