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Stephen and Kevin Show Episode 62: The No. 1 Activity Financial Advisors Should Track

Just ask.

Every financial advisor has their unique strengths, weaknesses and opportunities, but differences aside, there's at least one activity everyone should track. In this episode, Stephen and Kevin explain the one activity to track, why you should track it, examples of opportunities arising from this activity, and why most advisors won't do it.


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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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