Stephen Boswell

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.
Stephen and Kevin Show Episode 23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong
In our latest episode we discuss how to fire clients, extremely creative surprise and delight ideas, and instances where crowdsourcing goes terribly wrong.
How Advisors Can Leverage Facebook Graph Search for Business
The following are just a handful of ways financial advisors should leverage Facebook’s Graph Search feature.
Stephen and Kevin Show Episode 22: 10 Personal Details You Should Know About Your Best Clients
Business is about relationships - we all know it. Building deep relationships involves connecting with clients on a personal level.
Stephen and Kevin Show Episode 21: Tom Kimberly, Betterment Institutional, Robo-Advisors
When most advisors hear the words "robo-advisor" they cringe. They envision direct-to-consumer platforms that have been threatening to disrupt the financial services industry for the past few years.
Winners Make the Most Mistakes 3
Taking a look at lessons from John Wooden, legendary coach and 10-time NCAA champion.
Stephen and Kevin Show Episode 20: Rob Knapp, 12/4/2 for 2016, Mt. Kilimanjaro
In Episode 20 we interview industry legend Rob Knapp about the optimal frequency for client contact, developing rituals, and his overall concept of Supernova.
Stephen and Kevin Show Episode 19: Going 'Viral', Prospect Lead Times
Stephen and Kevin are "back at it again" with Episode 19. They discuss the virality of online video, prospect lead times, and hiding LinkedIn connections.
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