Stephen Boswell

Stephen
Boswell
Articles
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.
Why Facebook Activity Matters: From ‘Likes’ to New Clients
Advisors who use Facebook often, connect freely with their clients and engage regularly are more likely to have acquired new clients.
Stephen and Kevin Show Episode 18: Kevin Bacon, Being the Trusted Advisor
In the latest episode of the Stephen and Kevin Show, we discuss six degrees of Kevin Bacon, how to be the "trusted advisor" when your client already has a "trusted advisor", and the secret to getting prospects to your intimate client events.
Stephen and Kevin Show Episode 17: Interview with Tash Elwyn
In this episode we discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James.
Ten Questions to Help Advisors Relate to NextGen Investors
Use the following NextGen checkup to assess where you stand.
Stephen and Kevin Show Episode 16: Face Swapping, One Key Affluent Marketing Idea
In this episode we swap faces (not a typo), share ideas for affluent marketing, and how to properly promote recognition - without bragging.
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