Kevin Nichols

Kevin
A.
Nichols
Director of Coaching

Kevin Nichols is the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops on throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com.

Articles
Five Tips for Money-Making Review Meetings
Success in financial services is all about relationship management linked to relationship marketing.
How Are You Delivering Ritz-Carlton Service Through Social Media? 3
Take advantage of the current novelty associated with social media and set yourself apart by “wowing” your key relationships.
Your Fantasy Football Name: Team Rainmaker
Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better.
Showing Some Personality on LinkedIn
Look for ways to make your connections laugh, smile, or be inspired. People love to engage with personal posts.
'May I Make a Suggestion?'
Armed with the right sales skills, you can quickly turn everyday conversations with prospects into legitimate business opportunities.
Three Pipeline Management Tips that Drive Results
Some advisors stick with yellow notepads, others create spreadsheets and others customize sophisticated CRM systems. The medium doesn’t matter at all, but the process matters greatly.
10 LinkedIn Signals Advisors Can Use to Nurture Relationships
If your prospect or COI has a LinkedIn account, you should connect with them. Period.
The 5 Most Dreaded Words in Sales … “Let Me Think About It” 1
You’ve just finished a proposal and from your perspective – you’ve nailed it! But when you ask the prospect to move forward, their next words crush your spirit.
Seven Social Prospecting Takeaways
The primary driver of any good marketing strategy is client referrals and introductions. The secret: Don't let a lack of clients mar your thinking about the importance of word-of-mouth within your business.
Three Networking Hacks for Financial Advisors
2014 elite advisor data from the Oechsli Institute shows that networking is one of the top ways financial advisors land new business.
How Financial Advisors Can Use Keywords in their LinkedIn Profile 1
More and more people are using LinkedIn as a source to directly find service professionals nowadays. If you want to be found, you have to have the right keywords on your profile.
Seven Wardrobe Tips for New Advisors
Your physical appearance, good or bad, is a part of your branding in the minds of clients, prospects and centers-of-influence, especially for new advisors.
Wardrobe Principles for New Advisors
It’s worth the effort to make certain your wardrobe is in top shape. Fortunately for newer advisors, it’s one of the easiest and least expensive ways to improve your professional brand.
How to Ask Your Prospect Questions with Major “Impact”
While there are infinite questions to ask, the way in which you frame your inquiries is just as important.
3 New Advisor Differentiators
We are often asked, “What truly separates elite new advisors from the rest?” The following are three of many factors that put new advisors on the FastTrack to success.
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