Ranked #1
#85: Today's Digital Affluent
#85: Today's Digital Affluent
Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and onl... Read more
8 Nov 2019
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19mins
Ranked #2
#40: The Psychology of Selling
#40: The Psychology of Selling
Stephen Boswell and Kevin Nichols talk about why understanding human behavior, especially with the affluent, is critical... Read more
7 Oct 2016
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17mins
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#73: The 7 Components of Advisor Performance
#73: The 7 Components of Advisor Performance
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#69: The Power of Questions with David Patchen
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#52: 5 Must-Ask Questions When Meeting a CPA
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#86: Questions to Qualify CPAs
#86: Questions to Qualify CPAs
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#62: The #1 Activity Financial Advisors Should Track
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#54: Communicating Your Ideal Client Profile
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#61: What to Do When a Prospect "Ghosts" You
#61: What to Do When a Prospect "Ghosts" You
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#43: Three Types of Fee Conversations
#43: Three Types of Fee Conversations
Stephen Boswell and Kevin Nichols talk about why the fees you charge are a growing topic of conversation - and why that'... Read more
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#82: I Already Have an Advisor
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#83: LinkedIn Sales Navigator
#83: LinkedIn Sales Navigator
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#47: 10 Personal Branding Essentials
#47: 10 Personal Branding Essentials
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#65: 3 Tips for Your Proposal Meetings
#65: 3 Tips for Your Proposal Meetings
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#51: Avoiding the Humblebrag and Other Trust-Killers
#51: Avoiding the Humblebrag and Other Trust-Killers
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#35: Behavioral Finance with Dr. Daniel Crosby
#35: Behavioral Finance with Dr. Daniel Crosby
Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Dr. Daniel Crosby, a behavioral finance expert, who... Read more
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#46: How to Bomb a First Meeting with a Prospect
#46: How to Bomb a First Meeting with a Prospect
Learn how to bomb a first meeting with a prospects (and learn to how to avoid bombing too!). Have a question? Ask on T... Read more
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#49: Best Practices for Tracking Marketing Activity
#49: Best Practices for Tracking Marketing Activity
Learn valuable best practices with regards to activity tracking. While activity tracking is basic in theory, implementat... Read more
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#57: Word-of-Mouth Influence Hierarchy
#57: Word-of-Mouth Influence Hierarchy
Do you ever wonder why some advisors get more referrals than others? It's all about word-of-mouth! In this episode, Step... Read more
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Ranked #20
#84: 9 Words to Never Use in Sales
#84: 9 Words to Never Use in Sales
There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kil... Read more
8 Nov 2019
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14mins