Every financial advisor should keep their pipeline current. However, it’s also important to focus your strategy on the actual pipeline management process. In this episode, Stephen and Kevin define the three key categories of contacts to have in your pipeline, as well as the specific process to have in place for each of those contacts.
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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.