Skip navigation
Menu

Stephen Boswell

[email protected]

Stephen’s Recent activity

Stephen and Kevin Show Episode 40: Psychology in Sales
Stephen and Kevin Show Episode 40: Psychology in Sales
Oct 13, 2016
Understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself...
building tower
Seven Tips for Building the Perfect Day
Oct 13, 2016
Stephen Boswell and Kevin Nichols are thought leaders with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell@KevinANichols www...
headphones helmet
Remove Your Earmuffs and Ask for Feedback
Sep 22, 2016
Most financial professionals we know don’t ask for feedback. Why? Maybe they’re afraid of what they might hear or they simply don’t think to ask. Truthful and constructive feedback can be a...
Avoid Advisor Burnout
Sep 07, 2016
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor, you might leave work feeling a...
Smooth Sailing Through the Fee Conversation
Aug 25, 2016
You’ve worked hard to get a prospect in your office.  You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the...
Ten Signs Your Client May Be Jumping Ship
Aug 11, 2016
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). Our August 2016 research finds that elite teams lost an average of 1.4 clients last year compared to 3.8 for...
Load More