Kevin Nichols

Director of Coaching

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops 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 Follow him on twitter @KevinANichols.

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.
Selecting the Members of Your LinkedIn 'Tribe'
We are convinced that the “tribe” you build on LinkedIn will be one of your biggest business assets going forward.
Is Your Pipeline Full of “Suspects” or “Prospects”?
An advisor told us the other day that he had $50MM in his pipeline. While that sounds great above the surface, if you dig a little deeper you find that this advisor has done a lot of speculating.
Less than 42 Years Old? Good!
Think being young hinders your prospecting? Think again! Let’s look at the facts
An In-Depth Look at LinkedIn’s New “Who’s Viewed Your Profile” Analytics for Financial Advisors
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point.
Throw Your “Elevator Speech” Out the Window
When networking, the first impression you create sets the tone for how the prospect responds to all future contact with you. If you really want to prospect socially, you have to get the prospect to open up to you in the most natural way possible. Consider these tips
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