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
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
3 Step Semi-Painless Relationship Check-up
Here are three steps to making certain you’re building loyalty and penetrating COIs.
The #1 Benefit Financial Advisors Get From Facebook. Period!
Facebook just turned ten years old. Wow! Does that officially make Facebook a pre-teen? Regardless, we decided to dig deeper into Facebook in our latest research study.
Calling Your Prospect Out
The next time you are in a meeting with a reluctant prospect, bring your concerns out into the open. If you are armed with the right language, you can easily get to the real issue.
What New Advisors can Learn from John D. Rockefeller, Sr. 
It’s that time of year again – time for goal setting, establishing the right habits and getting our year off to the right start. It’s also a time to think about your achievement cycle.
Why Financial Advisors Shouldn’t Use LinkedIn’s “Get Introduced” Button
LinkedIn has the ability to be an introduction powerhouse. Letting advisors see “who knows who” and having a business-centric culture – it’s perfect for advisors focused on relationship marketing.
Let’s Put Some Strategy in That Small Talk
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it.
TO or Brees – What Kind of Advisor are You?
A recent post-game interview with Drew Brees, quarterback of the New Orleans Saints, offers some excellent insights on relationship management. Not a football fan? Stick with us. These lessons apply to everyone. The way in which you support, praise and share credit can affect your relationships with clients, centers-of-influence and team members.
If It’s Business Owners You Want - It’s Business Owners You’ll Get
LinkedIn is fertile ground for B2B sales – you can’t argue with the numbers. Hence, it has attracted many small to medium sized business owners. This makes LinkedIn a valuable platform for advisors interested in marketing to this coveted niche.
The Social Glue that Binds Your Marketing 1
The days of trying to separate business and pleasure are over. If your goal is to drive new business through relationship marketing tactics, the core of your strategy must be social relationships – essentially creating social glue. This is your marketing’s V8 engine with 500 horsepower.
Rating COIs on a 1-10 Scale 
There’s been much frustration in the world of strategic alliances with COIs. We hear it all the time in our new advisor webinar series. Why are we still talking about it? Our research continually shows that strategic alliances are one of the most effective client acquisition strategies.
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