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Stephen and Kevin Show Episode 59: Strategies for Connecting with Your Clients' Adult Children

The majority of adult children don't stay with their parents' advisor. Here’s how to keep them.


How many of your affluent clients will leave a lasting legacy to their adult children? Are you engaging those children for business?

In this episode, Stephen and Kevin confront the fact that the majority of adult children don’t stay with their parents’ advisor, and discuss various strategies for keeping them engaged.

Have a question? Leave a comment and we’ll feature your question on the next episode! You can also use the hashtag #AskStephenandKevin on Twitter or LinkedIn.

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Listen to the podcast.


@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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