This episode of The Stephen and Kevin show discusses how financial advisors can proactively generate personal introductions digitally.
In the current climate, knowing how to connect with potential prospects through your existing clients and COIs is an essential part of your marketing strategy. Why? The credibility transfer that occurs when some else advocates for you. When done properly, you'll dramatically shorten the sales cycle.
Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com