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Ten Ideas for Crushing the Holiday Season

Nov 24, 2021

For Motivated Advisors, Look Beyond Compensation

Nov 24, 2021

Construction Costs Are Taking a Toll on Real Estate Investors

Nov 23, 2021

JD Power: Wealth Management Mobile Apps Continue to Lag

Nov 23, 2021

Featured

The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

25 U.S. Markets Adding the Most Multifamily Units This Year

Feb 03, 2021

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Highlights

The Stephen and Kevin Show: Turning Social Contacts Into Business Opportunities

Sep 03, 2021

How to do it without ruining relationships.

Stephen and Kevin show podcast episode 94

The Stephen and Kevin Show: Mastering the Modern Personal Introduction

Aug 19, 2021

Stephen and Kevin provide an update on the art of the personal introduction.

The Stephen and Kevin Show: The Benefits of Social Media for Financial Advisors, Part 2

Mar 25, 2021

Stephen Boswell and Kevin Nichols continue their discussion of how social media can be a great asset for advisors.

2021 Industry Awards Winners Announced

Winners of the 2021 Industry Awards have been announced. Big thanks to all our supporters, attendees, and congratulations to this year's winners. Check them out now.

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The Stephen and Kevin Show: The Affluent's Response to LinkedIn Messages

Mar 11, 2021

Do the affluent respond to LinkedIn messages? Stephen and Kevin have done the research.

The Stephen and Kevin Show: Podcasting Best Practices for Financial Advisors

Mar 04, 2021

Kevin Nichols talks with Jason Pereira about the benefits of podcasting for financial advisors.

The Stephen and Kevin Show: Digital Introductions

Feb 25, 2021

Knowing how to connect with potential prospects through your existing clients and COIs is an essential part of your marketing strategy.

The Stephen and Kevin Show Episode 82: I Already Have an Advisor

Sep 12, 2019

Things change...if their financial advisor ever retires or slips up, you'd like to be the first professional who comes to mind.

The Stephen and Kevin Show Episode 80: Letting Go

Aug 22, 2019

Let go to gain control.

The Stephen and Kevin Show Episode 80: Making Financial Advisor Marketing a Team Effort

Aug 15, 2019

Delegating marketing responsibilities in full never works.

The Stephen and Kevin Show Episode 79: How to Remember Names

Jul 18, 2019

It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name!

The Stephen and Kevin Show Episode 78: The 20-Minute LinkedIn Routine for Financial Advisors

Jul 11, 2019

How to make the most of your time on the social network.

Stephen and Kevin Show Episode 73: The 7 Components of Advisor Performance

Mar 07, 2019

We've just completed three years of research that sought to identify the traits of top performers.

Stephen and Kevin Show Episode 69: The Power of Questions with David Patchen

Aug 24, 2018

Raymond James’ David Patchen shares his insights into how to ask prospects the right questions.

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