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
Congrats on Your Job Loss!
The advisors we work with who are excellent with LinkedIn are very thoughtful with how they use it. Make sure you don’t let the technology replace your thinking.
Three Steps for More COI Referrals
Chances are, your CPA and attorney partners don’t get as much training as you do on the topic of working with other professionals. In many ways, it’s up to you to offer best practices on how these relationships works best.
Needy Advisors Have Skinny Kids
While you might feel you are just being diligent, your prospect may feel you are being needy.
Newsle-it!
Newsle.com is like Google Alerts on steroids. It notifies you when any of your contacts are mentioned on the web and is automatically synced with your LinkedIn and/or Facebook.
Using ‘Brand Impressions’ to Warm Up Your Cold Prospects
If you are implementing colder prospecting tactics (especially through social networks like LinkedIn) it’s imperative that you have a clearly defined strategy for developing awareness.
How to be a LinkedIn 'Giver'
Your success on LinkedIn lies in your ability to build strong and meaningful relationships with the connections that have potential to introduce you and spread positive word-of-mouth.
Three Tips to Working with Boomer Colleagues 3
Done properly, you leverage the best of what both age groups have to offer.
20 Outside-the-Box COIs for Financial Advisors
There is no need for advisors to limit themselves to only the traditional CPA and attorney partners when thinking about Centers of Influence
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.
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