Read More
Uncategorized

How to Remember Names

https://fast.wistia.com/embed/medias/hk9fx1b2yx.jsonphttps://fast.wistia.com/assets/external/E-v1.js When you’re out expanding your network as a financial advisor and meeting new people, you’ll quickly notice the importance of remembering names. It’s a sign of respect and sends a signal that you care. It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name! In this episode of the Stephen and Kevin Show, we'll tackle these 7 ways to improve your name memory: 1. Make a conscious effort to truly listen. 2. Associate their name with someone else you know. 3. Associate their name with a unique personal feature. 4. Ask them to spell it aloud. 5. Connect on social media. 6. Repeat their name back to them. 7. Just write it down. Dale Carnegie once said, “Remember that a person’s name is to that person the sweetest and most important sound in any language.” Hopefully, with a few of these tricks up your sleeve, you’ll soon be impressing your new contacts and approaching your social networking with supreme confidence. Ready to step-up your social media game?  Consider our Social Media Outsourcing Program... 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 social media marketing manager would cost $60,000 a year, plus benefits. We’re only $6,000/year and you don’t even have to invite...

Read more

Read More
Uncategorized

Summer Prospecting for Financial Advisors

Financial Advisor Marketing expert Matt Oechsli discusses ways to avoid distraction from your prospecting in the summer. ⬇️ ⬇️ ⬇️ Watch Video Below ⬇️ ⬇️ ⬇️ https://fast.wistia.com/embed/medias/s4pq9ptbif.jsonphttps://fast.wistia.com/assets/external/E-v1.js Matt Oechsli discusses important ways that Financial Advisors can connect with their clients on a deeper level, and in turn, become indispensable as an advisor. Are you achieving your full potential? Our one-on-one coaching program sparks behavioral change... 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 coaching program is all about... Best Practice Sharing: We are hooked on idea collection, compilation, and dissemination. Unbiased Opinions: We don’t work for you, you don’t work for us, we call it as we see it. Accountability: It’s our mission to see that the most important actions are getting done. Skill Development: Plan, execute, and debrief – skills improve with repetition and focus. Routine Building: Financial advisor coaching creates consistency with the right behaviors. Your business deserves an elite coaching program.

Read more

Client Education as a Differentiator
Read More
Uncategorized

Client Education as a Differentiator

By Stephen Boswell and Kevin Nichols | @stephenboswell | @kevinanichols When we ask financial advisors about their “Differentiators,” we often hear about client service, investment process, and financial planning.  Essentials for sure, but also bragged-on to a point where they don’t exactly distinguish you from the competition. Everyone, from the newest advisor to the most grizzled veteran, claims to do these things at a high level.   We’d like to highlight another “Differentiator” that we find to be underused, highly valuable, and right within most advisors’ sweet spots:  Educating Your Clients  Educating your clients is something every advisor does, but with varying levels of depth and effectiveness. Think about this for a moment – how can you educate clients to such an extent that it becomes a selling point? To such an extent that they want to tell others about it?  From our vantage point, much of this comes down to creating a system for two things: building next-level content and offering best-in-class delivery. Let’s explore these two in more detail:  1. Next-Level Content  We use the word “content” to describe the tips, strategies, and ideas you bring to your clients.  The first thing to address is what’s currently in your content bank. Imagine this hypothetical….someone asks you to speak for...

Read more

Read More
Uncategorized

20-Minute Financial Advisor LinkedIn Routine

https://fast.wistia.com/embed/medias/snpzludyx4.jsonphttps://fast.wistia.com/assets/external/E-v1.js When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs. We see two ends of the spectrum. Some advisors never log into LinkedIn. Others log in daily for hour-long web-surfing sessions that go nowhere. How do you find the right balance? You need structure. You need a routine. We included a 10-minute LinkedIn routine in our release of The Indispensable LinkedIn Sales Guide for Financial Advisors. It’s been a few years, so we thought it would be a good time to give it an update. At first, this routine may take a little longer than 20 minutes, but once you get into the rhythm of doing it regularly – it will be much quicker. This will put more structure around your usage and most importantly – it will ensure you are making the most of your time on the network. Ready to step-up your social media game?  Consider our Social Media Outsourcing Program... 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 social media marketing manager would cost $60,000 a year, plus benefits. We’re only $6,000/year and you don’t even have to invite us to...

Read more

Read More
Uncategorized

Raising Your Client Gift Giving Game

https://fast.wistia.com/embed/medias/el1t1ymifx.jsonphttps://fast.wistia.com/assets/external/E-v1.js Our data is clear on the power of relationship-building. When you humanize the financial advisor / affluent client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like taking clients to lunch, hosting fun events, and other ways to get to know each other outside of investments. One of the simplest ways to give a relationship a “boost” is through a small, thoughtful gift. It shows that you know them and that you care. Nearly every advisor does this, but some do it waaaay better than others. In this episode, we’ll share some best practices for improving gift-giving within your practice. Most companies spend 80% of marketing dollars on finding new clients and 20% on current clients when they should be doing the exact opposite. Spending money on current clients through small thoughtful gifts will generate goodwill and stimulate positive word of mouth. What’s the next gift you’ll send? Are you achieving your full potential? Our one-on-one coaching program sparks behavioral change... 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 coaching program is all about... Best Practice Sharing: We are hooked on idea collection, compilation, and dissemination. Unbiased Opinions: We don’t work for you, you don’t work for us, we call it as we...

Read more

Read More
Uncategorized

How Financial Advisors Can Become Indispensable

https://fast.wistia.com/embed/medias/mwazwcuyx7.jsonphttps://fast.wistia.com/assets/external/E-v1.js Matt Oechsli discusses important ways that Financial Advisors can connect with their clients on a deeper level, and in turn, become indispensable as an advisor. Are you achieving your full potential? Our one-on-one coaching program sparks behavioral change... 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 coaching program is all about... Best Practice Sharing: We are hooked on idea collection, compilation, and dissemination. Unbiased Opinions: We don’t work for you, you don’t work for us, we call it as we see it. Accountability: It’s our mission to see that the most important actions are getting done. Skill Development: Plan, execute, and debrief – skills improve with repetition and focus. Routine Building: Financial advisor coaching creates consistency with the right behaviors. Your business deserves an elite coaching program.

Read more

Read More
Uncategorized

7 Tips for Effective LinkedIn Messaging

https://fast.wistia.com/embed/medias/w1g9lvr68h.jsonphttps://fast.wistia.com/assets/external/E-v1.js   In this episode of the Stephen and Kevin Show, we offer 7 tips on how to effectively message prospective clients on LinkedIn. A few years ago, we rolled out a progr­­­am that enabled financial advisors to outsource their social media to us. It’s grown to a point where we’re sending thousands of LinkedIn messages on behalf of financial advisors every month. Consequently, we’ve learned a lot. There is no perfect script. If you thought this video would give you a text you can copy and paste, think again. While some templates may work from time to time, an effective LinkedIn messaging strategy is much more involved. A great message is personalized and tailored for your ideal prospect. Instead, we’re offering you a framework to help you craft a perfect script. It’s a formula we use when crafting messages and we often refer to it as the “7 C’s.” Hope you enjoy! Ready to step-up your social media game?  Consider our Social Media Outsourcing Program... JTNDc2NyaXB0JTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZmYXN0Lndpc3RpYS5jb20lMkZlbWJlZCUyRm1lZGlhcyUyRjljcHo2aTh6Z28uanNvbnAlMjIlMjBhc3luYyUzRSUzQyUyRnNjcmlwdCUzRSUzQ3NjcmlwdCUyMHNyYyUzRCUyMmh0dHBzJTNBJTJGJTJGZmFzdC53aXN0aWEuY29tJTJGYXNzZXRzJTJGZXh0ZXJuYWwlMkZFLXYxLmpzJTIyJTIwYXN5bmMlM0UlM0MlMkZzY3JpcHQlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMndpc3RpYV9yZXNwb25zaXZlX3BhZGRpbmclMjIlMjBzdHlsZSUzRCUyMnBhZGRpbmclM0E1Ni4yNSUyNSUyMDAlMjAwJTIwMCUzQnBvc2l0aW9uJTNBcmVsYXRpdmUlM0IlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMndpc3RpYV9yZXNwb25zaXZlX3dyYXBwZXIlMjIlMjBzdHlsZSUzRCUyMmhlaWdodCUzQTEwMCUyNSUzQmxlZnQlM0EwJTNCcG9zaXRpb24lM0FhYnNvbHV0ZSUzQnRvcCUzQTAlM0J3aWR0aCUzQTEwMCUyNSUzQiUyMiUzRSUzQ2RpdiUyMGNsYXNzJTNEJTIyd2lzdGlhX2VtYmVkJTIwd2lzdGlhX2FzeW5jXzljcHo2aTh6Z28lMjB2aWRlb0ZvYW0lM0R0cnVlJTIyJTIwc3R5bGUlM0QlMjJoZWlnaHQlM0ExMDAlMjUlM0Jwb3NpdGlvbiUzQXJlbGF0aXZlJTNCd2lkdGglM0ExMDAlMjUlMjIlM0UlM0NkaXYlMjBjbGFzcyUzRCUyMndpc3RpYV9zd2F0Y2glMjIlMjBzdHlsZSUzRCUyMmhlaWdodCUzQTEwMCUyNSUzQmxlZnQlM0EwJTNCb3BhY2l0eSUzQTAlM0JvdmVyZmxvdyUzQWhpZGRlbiUzQnBvc2l0aW9uJTNBYWJzb2x1dGUlM0J0b3AlM0EwJTNCdHJhbnNpdGlvbiUzQW9wYWNpdHklMjAyMDBtcyUzQndpZHRoJTNBMTAwJTI1JTNCJTIyJTNFJTNDaW1nJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZmYXN0Lndpc3RpYS5jb20lMkZlbWJlZCUyRm1lZGlhcyUyRjljcHo2aTh6Z28lMkZzd2F0Y2glMjIlMjBzdHlsZSUzRCUyMmZpbHRlciUzQWJsdXIlMjg1cHglMjklM0JoZWlnaHQlM0ExMDAlMjUlM0JvYmplY3QtZml0JTNBY29udGFpbiUzQndpZHRoJTNBMTAwJTI1JTNCJTIyJTIwYWx0JTNEJTIyJTIyJTIwb25sb2FkJTNEJTIydGhpcy5wYXJlbnROb2RlLnN0eWxlLm9wYWNpdHklM0QxJTNCJTIyJTIwJTJGJTNFJTNDJTJGZGl2JTNFJTNDJTJGZGl2JTNFJTNDJTJGZGl2JTNFJTNDJTJGZGl2JTNFA social media marketing manager would cost $60,000 a year, plus benefits. We’re only $6,000/year and you don’t even have to invite us to your holiday party. We curate the latest and greatest social media content on the web...

Read more

Read More
Uncategorized

15 Truths of Elite Wealth Management Teams

By Matt Oechsli | @mattoechsli Are you interested in working with today’s affluent? If your answer is yes, good luck if you’re not part of (or in the process of developing) a well-oiled Wealth Management Team. Which is, along with the need for succession planning, why the entire industry is focused on forming teams. We’ve been researching wealth management teams for well over a decade (over 2,700 teams) and what we discovered continues to be a blend of good news and not-so-good news. The good news is terrific - we have identified a list of commonalities within the highest performing teams - this is your roadmap to elite status.  The not-so-good news is that too many teams continue to operate as a loose-confederation of financial advisors, cobbled together under the illusion that presenting themselves as a team, provides the benefits of teaming. Not the case.  Whether you’re on a well-established team, about to join or form a team, or simply thinking about teaming, let the following Truths shed some light on the inner-workings of successful wealth management teams. Because of the space limitations of this article, I’ll provide only a brief description of each. More detail will come in future articles.  15 Truths 1. Elite Teams have...

Read more

How to Quiet that Little Devilish Voice of Doubt in Your Head 
Read More
Uncategorized

How to Quiet that Little Devilish Voice of Doubt in Your Head 

By Matt Oechsli | @mattoechsli Let’s face it, we all have that little devilish voice of doubt that from time to time, elevates its volume. Whether it’s on the golf course attempting a 5 foot putt, going on a long group bicycle ride that you know will be faster than you usually ride, or asking your neighbor to introduce you to his business partner.  When that devilish voice of doubt persists, performance suffers. Nobody is immune. The key is understanding how to quickly quiet that little devilish voice so you can continue to perform at your potential. Make no mistake about it, this little devilish voice of doubt is what holds most people back in life. How so? Because most people never learn how to turn it off and develop a habit of focusing on obstacles rather than results. Whether it’s the golfer standing over that putt and thinking I hope I don’t miss or an advisor chatting with his neighbor thinking I don’t want to ruin our relationship by asking to meet his business partner. Regardless of the situation, or the actual inner dialogue you’re hearing, performance suffers.   But – there’s a simple 4 step solution.   Recognition Breathing Affirming Action Step 1. Recognition  We all know...

Read more

Read More
Uncategorized

I’m Sorry, What Was Your Name Again?

By Stephen Boswell and Kevin Nichols | @stephenboswell | @kevinanichols Our research on advisor marketing consistently points to Social Prospecting as an effective strategy for client acquisition. But the truth is, it’s not easy for everyone.  It takes a lot of work and relationship building.   When you’re out expanding your network and meeting new people, you’ll quickly notice the importance of remembering names. It’s a sign of respect and sends a signal that you care.  It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name! We work with numerous financial advisors who have a phobia around forgetting names, and it can truly hinder their social prospecting efforts.  In some cases, they are so embarrassed about their inability to recall names they avoid it altogether.  With a little effort, recalling names is a skill that can be learned. Below are a few of our favorite name-remembering methods you can try until you find one that works best for you. 1. Make a conscious effort to truly listen.  If your mind is daydreaming about your next vacation or trying to wrangle your screaming child, you simply won’t remember.  Oftentimes, we are so preoccupied that we don’t pause and take a mental note of...

Read more