Kevin Nichols

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 by Kevin Nichols
Three Hidden Opportunities
Rainmakers not only excel in client acquisition, they excel in fully monetizing existing client relationships.
How to Connect with Someone Outside of Your Network

You’ve found an ideal prospect on LinkedIn but have no mutual connections and no introductions to leverage.  Your prospect is outside of your network.  What do you do?   You could ask this person to connect.

VIDEO: Using Groups to Connect Outside of Your Network on LinkedIn
Kevin Nichols of The Oechsli Institute discusses how to use LinkedIn groups to connect with individuals outside of your immediate network.
Five LinkedIn Tips on Taking Online Connections Offline
Early adopters have mastered this process. How? By a combination of online finesse that create opportunities for thoughtful offline (telephone) conversations, which lead to getting face-to-face. It requires you to engage your clients and centers-of-influence in open conversations about how they’re using social media.
Questions for the Rookie and the Veteran
We get asked “what would you say” type questions every day. Advisors find themselves in perplexing situations and want our thoughts on how to respond. It’s tough when you are put on the spot.
Going Into Stealth Mode on LinkedIn 
If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed.
It’s Not You, It’s Me - How to Disconnect on LinkedIn 
As LinkedIn has evolved into a premier networking tool, some advisors have started to realize that connecting with anyone and everyone may not be the best strategy.
New Client Multiplier 
Why would one activity attract client advocates and another tactic not? We call this the New Client Multiplier. Bringing in clients who are more social in nature, who are in the right circles, leads to more word of mouth influence.
A Recipe for Your LinkedIn Voice
If you are a promotional machine on social networks, you are driving your connections away. If you are sharing irrelevant content, your connections are becoming numb to your message. Both are damaging your social relationships.
The Psychology Behind Word-Of-Mouth
When was the last time you had a mind-blowing customer experience?
VIDEO: The Psychology Behind Why We Refer
Kevin Nichols of The Oechsli Institute describes the psychology behind why our clients refer us to their network.
Get to Know Your LinkedIn Lurkers
We all revel in the thought of someone being interested in us. It doesn’t matter if it’s online or offline. LinkedIn, unlike most social networks, let's users know who's been looking at their profile (depending upon their privacy settings). But what do you do when someone checks you out on LinkedIn?
VIDEO: Get to Know Your LinkedIn Lurkers
Kevin Nichols wrote: Kevin Nichols of The Oechsli Institute describes how financial advisors should respond to someone who views their LinkedIn profile.
Three Simple Success Habits 
Success is most often found by mirroring both the mindset and actions of successful people. No matter your objectives, there are tried and true paths to success. From an affluent client acquisition perspective, much can be learned from today’s Rainmakers.
The Great Social Media Quality vs. Quantity Debate 
What makes a strong social network? Is it the number of connections? Or is it the quality of the connections you’ve made?
Latest poll

Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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