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Stephen Boswell

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Stephen’s Recent activity

LinkedIn + Facebook = Introductions²
LinkedIn + Facebook = Introductions²
Oct 27, 2016
Introductions are the most powerful form of word-of-mouth marketing. Our research on elite financial professionals and affluent investors continues to reinforce this fact. When one person intentionally introduces a s...
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...
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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...
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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...
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