Stephen Boswell

Stephen
Boswell
Articles
Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships.
One Big Thing to Acquire Affluent Clients, and More…
Questions and answers stemming from the podcast/YouTube Stephen and Kevin Show.
Stephen and Kevin Show Episode 31: 13 Differentiatiors for Financial Advisors, RocketReach
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out prospect's email addresses.
Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods
In episode 30 we tackle three questions from our audience regarding cold calling, LinkedIn Groups and robo advisors.
Trump University
Sales Lessons From Trump University 7
From a sales perspective, we can all learn from the “playbook” recently released from Trump University.
Stephen and Kevin show
Stephen and Kevin Show Episode 29: Common Sales Objections and Responses 2
In this episode we tackle 3 common sales objections and give you our best responses.
fingers covering ears
Eight Phrases Prospects and Clients Don’t Want to Hear
There are endless articles on what to say when meeting with clients and prospects. But just as important as what to say, is what not to say.
Stephen and Kevin Show Episode 28: Five Growth Tips for New Advisors
Are you a new advisor? Or, do you have a new advisor on your team? If so, don't miss this episode. We offer five growth tips for new financial advisors.
Your Team’s Most Critical One-Sheet
This may be the simplest, but most effective marketing tool you ever create.
Stephen and Kevin Show Episode 27: 10 Creative Ways to Touch Base With Prospects, iPhone Hack
In episode 27 we share an iPhone hack to free up space and 10 creative ways to touch-base with prospects.
Stephen and Kevin Show Episode 26: Surprise Special Guest, Winning the Mental Game
In episode 26 a surprise special guest pops in (literally), and we discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control.
Ten Creative Ways to Keep Cold Prospects on Life Support
Here are some creative ways to stay in touch with prospects who have given you the Heisman.
Stephen and Kevin Show Episode 25: The Facebook Edition
In episode 25 we discuss how a personal Facebook account can help you deepen client relationships, find money-in-motion opportunities, and get targeted introductions to prospects.
Stephen and Kevin Show Episode 24: Bill Winterberg, YouTube Strategy, Cybersecurity, Pinball
We're back with special guest Bill Winterberg. We discuss YouTube strategy, Cybersecurity for yourself and clients, and pinball. Enjoy!
Earn the Right to Connect With Clients on Facebook
Our studies have shown through five years of evidence that getting social improves the business relationship.
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