Stephen Boswell

How Are You Delivering Ritz-Carlton Service Through Social Media?
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.
'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.
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.
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.
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
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.
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