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Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods

In episode 30 we tackle three questions from our audience.

  • How does an advisor shift from cold prospecting tactics to warm?
  • How can you use LinkedIn groups to gather luncheon attendees?
  • How do I communicate and position our firms new robo-advisor platform to my clients?

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Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols

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