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Stephen and Kevin Show Episode 53: Simple Strategies for Engaging Long-Distance Clients

Getting social with clients can be a challenge when they live far away. Here's how to stay engaged with them despite the distance.


Our research shows that financial professionals have happier clients and bring in more business when they've expanded their client relationships beyond just a business component.

This requires getting social with clients, which can be a challenge if they live far away. In this episode, Stephen and Kevin answer a question from the audience and give simple strategies for staying engaged with long-distance clients.

Have a question for the show? Use #AskStephenAndKevin on Twitter or Instagram. 

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@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.


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