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Stephen Boswell

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Stephen’s Recent activity

Network Builders for New Advisors
Sep 20, 2011
Minneapolis: "You'd be really proud of me. I've sourced 15 names since our last meeting", Don told us during a coaching session."It's like I'm seeing the world through a whole new lens.I'm uncovering connections in...
5 'New Advisor' Networking Tips for Tough Times
5 'New Advisor' Networking Tips for Tough Times
Sep 07, 2011
Detroit: “I’ve never been a natural networker” started Lisa as we wrapped up our webinar. “I read the Oechsli Institute's 2011 FA Report which stated that ‘strategic networking’ is one of the five high-impact...
7 New Advisor “Musts” for Thriving in Crisis
Aug 24, 2011
Atlanta: “I wasn’t in the business during the last downturn, but I get your point about this being a big opportunity for me. What should I focus my efforts on right now?” Tony asked us at a recent workshop...
Shaky Markets, Substantial Opportunities
Shaky Markets, Substantial Opportunities
Aug 10, 2011
Seattle: “The market is taking a major tumble and the few clients I have are calling the office frantically,” moaned Ethan as we began our coaching session. “I know you’re going to tell me this is a great time for...
Two New Advisors in Tough Times
Two New Advisors in Tough Times
Jul 26, 2011
San Diego: “I’m four years into the business and recently got asked to speak in front of my wirehouse’s regional conference. I realize; this is an honor”, said Tim, a recent participant in our Rainmaker Weekend. He...
Social Prospecting for New Advisors
Jul 13, 2011
Austin: “I’m a natural in social circles. My family has excellent contacts and I can get face-to-face with all of them socially” began Jim. He continued, “But now what? I always have this issue of bridging the gap...