Skip navigation
Menu

Stephen Boswell

[email protected]

Stephen’s Recent activity

Five Tips for Money-Making Review Meetings
Sep 10, 2014
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing.  One of the most neglected aspects of this is the client review meeting...
Your Fantasy Football Name: Team Rainmaker
Your Fantasy Football Name: Team Rainmaker
Aug 14, 2014
Fantasy football for client acquisition? Oh yes.  For football-loving financial advisors, it doesn’t get much better.  The NFL season is just around the corner and fantasy football is growing in...
'May I Make a Suggestion?'
'May I Make a Suggestion?'
Jul 23, 2014
Think about the last time you were at a local networking group, board meeting, or country club and a potential prospect asked you…  ...
Three Pipeline Management Tips that Drive Results
Three Pipeline Management Tips that Drive Results
Jul 09, 2014
In our studies of the industry’s elite, we see a variety of techniques for pipeline management.  Some advisors stick with yellow notepads, others create spreadsheets and others customize sophisticated CRM...
Seven Social Prospecting Takeaways
Jun 12, 2014
We understand the challenge for new advisors – the primary driver of any good marketing strategy is client referrals and introductions – but new advisors don’t have many clients.  The secret ...
Seven Wardrobe Tips for New Advisors
May 07, 2014
Your physical appearance, good or bad, is a part of your branding in the minds of clients, prospects and centers-of-influence, especially for new advisors. Ideally, you’d like to be perceived as successful...
Wardrobe Principles for New Advisors
Wardrobe Principles for New Advisors
May 07, 2014
Boca Raton – “Do you think what I wear to the office is important?” asked Fred, a new advisor we met at a workshop.  He went on to say, “I recently changed firms and the culture here is...
Load More